COBRA Coverage: Health Care During Transitional Periods
What is COBRA? The term “COBRA” is commonly used to refer to certain provisions of Title X of the Consolidated Omnibus Budget Reconciliation Act of
Why Discuss Money with Your Partner?
Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the
Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare
to their increased investments in wellness and health-driven enterprises. There is a more significant focus on preventative healthcare, encompassing everything from regular health check-ups to
5 Financial Bad Habits to Cut this Year
When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and
Key Financial Wellness Metrics for Near Retirement Individuals
As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle
Understand the Stages of Change to Make Your Resolutions Stick
If you have trouble keeping your New Year’s resolutions, you may benefit from taking a more scientific approach. In the late 1970s, researchers studying the
Your New Year’s (Financial) Resolutions
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s
A Beginner’s Guide to Tax-Smart Retirement Withdrawal Strategies
For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions
Dos and Don’ts for Investing During the Holidays
In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before