by Marilyn Evans | Oct 11, 2022 | Saving for College
By Marilyn Evans Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not just for college anymore – added to the tuition eligibility are K-12, private and religious...
by Marilyn Evans | Sep 6, 2022 | Retirement
By Marilyn Evans Addressing the potential risks of extended term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of people over...
by Marilyn Evans | Aug 10, 2022 | Retirement
By Marilyn Evans Have a 401K with a former employer? There are three choices you can make. One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals...
by Marilyn Evans | Jun 20, 2022 | Retirement
By Marilyn Evans Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original...
by Marilyn Evans | May 11, 2022 | Business
By Marilyn Evans Are you a small business owner who is thinking about succession planning? Good for you, because many haven’t. Here are a few tips on how to succeed at succession planning. According to the Conway Center for Family Business, family businesses account...
