You’re More Likely to Retire Wealthy if You Do This One Thing
August 14, 2017

You’re More Likely to Retire Wealthy if You Do This One Thing

by Steven Ladd in Uncategorized 0 comments

Walter Updegrave Jul 18, 2017 Wouldn’t it be great if there was one simple thing you could do to help you better prepare for retirement and make you feel more confident about your prospects for financial security at the same time? Well, there is: Put your retirement plan in writing.  A recent Schwab report shows that people who have […]

Read More
August 3, 2017

4 Financial Milestones to Reach Before You Retire

by Julie Schwarz in Uncategorized 0 comments

4 Financial Milestones to Reach Before You Retire Looking forward to retirement? Here are a few goals to hit first. Maurie Backman Jul 25, 2017 Retirement is a period to look forward to for a countless number of working Americans, but it can be a financially stressful time, as well. No matter when you choose […]

Read More
When Your Insurance Will (and Won’t) Cover Mold Damage
June 12, 2017

When Your Insurance Will (and Won’t) Cover Mold Damage

by Julie Schwarz in Uncategorized 0 comments

By: valuepenguin Mold is all too common and is often found after water damages your home, but it’s not always covered by homeowner’s insurance. Not only can mold be destructive and an eyesore, but it can also be hazardous to your family’s health and expensive to remedy, with an infestation potentially costing upwards of $30,000 […]

Read More
Like Hunger Or Thirst, Loneliness In Seniors Can Be Eased
June 8, 2017

Like Hunger Or Thirst, Loneliness In Seniors Can Be Eased

by Julie Schwarz in Uncategorized 0 comments

By Judith Graham May 18, 2017 It’s widely believed that older age is darkened by persistent loneliness. But a considerable body of research confirms this isn’t the case. In fact, loneliness is the exception rather than the rule in later life. And when it occurs, it can be alleviated: It’s a mutable psychological state. Only […]

Read More
Financial Tips as New Grandparents
May 26, 2017

Financial Tips as New Grandparents

by Steven Ladd in Uncategorized 0 comments

If you’ve recently received the news that your child is expecting, and you’re going to be a grandparent, you’re probably feeling some sense of relief along with joy. You can have the fun of having a baby in the family, without losing a lot of sleep or spending a small fortune on diapers and baby […]

Read More
May 12, 2017

Managing Money Well as a Couple

by Steven Ladd in Uncategorized 0 comments
Managing Money Well as a Couple What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The [...] Read More
January 10, 2017

What You Can & Cannot Control as You Plan for Retirement

by Steven Ladd in Uncategorized 0 comments
What You Can & Cannot Control as You Plan for Retirement Some things you have no influence over. You may have some power to affect other factors. Are you worried about retiring? Many baby boomers are, and they have reason to be, given low interest rates, subpar returns on equities, increasing health care costs, and [...] Read More
September 6, 2016

The Importance of Life Insurance Audit

by Steven Ladd in Uncategorized 0 comments
The Importance of Life Insurance Audit Is it time to review your policy? Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all. The insurance companies have made it even harder by [...] Read More
July 28, 2016

Think About Your Lifestyle Before You Retire

by Steven Ladd in Uncategorized 0 comments
Think About Your Lifestyle Before You Retire Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in such a way that [...] Read More
June 17, 2016

Goodman Pension Lump Sum Options

by Steven Ladd in Uncategorized 0 comments
Goodman Pension Lump Sum Options Goodman/Daikin employees, you may have recently received a letter regarding the Lump Sum Benefit Estimate for the Goodman Company, L.P. We are confident you value your pension and the money you'll be getting from that. Because of this, we would like to have the opportunity to show you some options [...] Read More