Client Access: 
2.18.20
Easy and Fun Ways to Teach Your Kids the Value of Money
You can’t overestimate the value of teaching your young children about managing money. The trick is to make the lessons fun and applicable to their daily lives.
1.14.20
Long Term Care Choices
Traditional long-term care insurance has grown costlier—and some of those who buy it may never need the coverage. Are potentially cheaper, flexible options available? Yes
12.2.19
An Introduction to The EGOSCUE METHOD, Chronic Pain Relief With Tony Natali
When trapped in chronic pain, it can seem like you’ll never feel better and be able to live the life you want — especially if you’ve tried other therapies and drug-based treatments that only worked temporarily or not at all. To feel better, you need to focus on the source of your pain. While most chronic pain treatment methods only address the symptoms or try to deaden or mask the pain, Egoscue corrects the postural issues that are at the root of your ongoing discomfort.
1.3.17
PlanForComfort: 401(k) Decisions — You Can Take It With You
*If you’re age 55 or older and separate from service, the 10% additional tax may not apply for certain periodic withdrawals taken from an employer-sponsored retirement plan. Keep in If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more.
12.12.16
PlanForComfort: Proper Financial Planning: Critical for Women
Many women take time off for caregiving responsibilities, and during these years they may not add to their retirement portfolio.
11.29.16
PlanForComfort: Naming Beneficiaries: What You Need to Know
Naming beneficiaries is a complex matter that requires a great deal of forethought to help ensure that your decisions are in concert with your financial and estate planning goals. A qualified financial professional can assist you in reviewing your beneficiary designation and help you make choices that are appropriate for your situation.
11.14.16
PlanForComfort: Can I Sell a Life Insurance Policy and Receive a Payment?
A terminally ill person can sells his or her policy to a viatical settlement company in return for a lump-sum payment.
10.31.16
FinancialComfort: I’m Changing Jobs. What Should I Do With the Money in My Plan?
The money you accumulate through an employer’s plan may become a primary source of income after you retire, so how you manage it today could have a big effect on your financial situation in the future.
10.17.16
PlanForComfort: WHEN YOU’RE THE ‘ONE’
The one incident that could change your entire future Whenever you read about important topics like long-term care, health care or retirement, you’re likely inundated with facts and numbers. The cost of care, the likelihood you’ll experience various diseases, how much you’ll need in retirement to live and pay for care — these are […]
9.26.16
PlanForComfort: 401(k) Decisions — You Can Take It With You
If you plan to change jobs, don’t just take the money and run. Since rules vary from company to company, find the time to explore your alternatives. If you have specific questions about your retirement plan distribution options, contact your employer’s benefits coordinator or a qualified financial consultant.
