Don’t Flunk at Retirement
Don’t Flunk at Retirement A quality, satisfying retirement doesn’t just happen. While you are working, a thought of leisure time seems wonderful. Yet when
October 2, 2018
Category: Financial Advisor Boise ID
Be Happy!! Give!!
“It is better to give then receive.” That is more than a quote. Generosity is one of the measurements that the World Happiness Report uses
December 13, 2017
Is Medicare an option at 65? Do you have to sign up for Medicare?
Is Medicare an option at 65? Do you have to sign up for Medicare? Turning 65 is a well celebrated birthday- especially if you have
November 1, 2017
FSA or HSA- Which should you use?
FSA or HSA- Which should you use? FSA or HSA- Which should you use? Which employer health plan should you use? Flexible Spending Account
October 18, 2017
Protect Yourself From Identity Theft
A data breach at the credit agency Equifax may leave you exposed! The hack revealed critical personal information that may be used by identity thieves.
September 12, 2017
Retirement Trap: RV’s and Trailers
Retirement Trap: RV’s and Trailers Lower gas prices and an influx of retirees has led to more purchases of RV’s and Trailers. This can
August 29, 2017
Retirement Trap: Starting a Business
Retirement Trap: Starting a Business Work often gives you a sense of purpose. We need meaningful engagement with our community. Studies have shown people
August 8, 2017
Retirement Traps to Avoid – The Bank of Mom & Dad
Be careful of helping your kids, you may jeopardize your own retirement security. A 2015 Pew Research Center survey found that 61% of Americans with
July 11, 2017
Christmas in July
Christmas in July originated in the 1940s, resurfaced in the 1980s, and can now help you manage your holiday time and gift giving budget. In
July 7, 2016
Wedding Gift Etiquette
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
June 23, 2016