Skip to main content
Category

Retirement Planning

Brandon McCormick
In Financial Planning, Medicare, Retirement Planning

How Medicare Works

When planning a date to spend time with your significant other, cost can significantly strain your plans. However, it's important to remember that, like the love you share with your partner, time spent and memories made together are priceless. As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is…
Read More
Brandon McCormick
In Financial Planning, Retirement Planning, Wealth Management

Why Long-Term Care is an Important Part of a Financial Plan

It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance of preparing for the potential need for care. Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get…
Read More