by Amy Kosche | Dec 21, 2021 | blog
Home Alone (1990) “This is ridiculous. Only a wimp would be hiding under a bed. And I can’t be a wimp. I’m the man of the house.” Home alone is one of the most iconic movies in general, not just for Christmas time. However, it’s such an... by K. Donston | Oct 12, 2021 | blog
It’s that time of year once again. The time for apples, pumpkins, changing colors on the trees and … The Medicare Annual Enrollment Period (AEP)! Every year from October 15 through December 7 those who are eligible for Medicare have the opportunity to make a few key... by K. Donston | Jul 26, 2021 | blog
[vc_row][vc_column][vc_column_text] If there’s one thing I’ve learned in all my years as a retirement planner, and as a father to four children between the ages of 7 and 24, it’s that talking about money is really important. When you talk to your children about... by K. Donston | Jul 14, 2021 | blog
[vc_row][vc_column][vc_column_text] Once you’ve exhausted your traditional retirement funds, including 401K, 403B, traditional IRAs, Roth IRAs and other types of defined contribution plans, you may be asking, what’s next? I always recommend utilizing... by K. Donston | Jun 30, 2021 | blog
[vc_row][vc_column][vc_column_text] I sometimes have the responsibility of coaching my clients through the very sad process of closing accounts and tying up financial loose ends when a spouse dies. There’s a to-do list of official tasks, paperwork and financial... by K. Donston | Jun 16, 2021 | blog
[vc_row][vc_column][vc_column_text] My clients and I will often discuss real estate as we plan for their retirement, and that conversation has become more frequent—and way less predictable—this year. The stories we’re all hearing about a global real estate...