(941) 347-8640 E-mail US

Some Medicare Facts to Know

The Medicare Act of 1965 was passed by Congress with the goal of helping elderly people on fixed income be able to afford health care. As people retired, they no longer had the benefit of employer-sponsored medical care. At that age, and with many health issues...

When Should I Start Collecting Social Security?

As today’s baby-boomers get closer and closer to retirement, one of their most common questions is, at what point should they apply for Social Security benefits? The answer is usually not the same for everyone. It may seem simple that once you reach your “full...

Long-Term Care Insurance

The fantastic breakthroughs in medical care and health advances have made the prospect of longer, more enjoyable lives in our later years more exciting. However, it still remains a fact that the older we get, the more challenging day to day life becomes. Some of the...

Purchasing Power Risk and Your Retirement

One of our requirements as Certified Financial Planners® in helping our clients attain and sustain a comfortable retirement is to assess the many risks that can prevent them from achieving their goals. That’s why we look at the effect of purchasing power risk. The...

Do You Need a Will?

Back in April of last year, the musician, Prince, passed away. His untimely death resulted in great speculation as to what would happen to his estimated $250 million estate. This was especially true once his only full sibling, Tyka Nelson, filed documents in court...