by Tom Neeser | Oct 8, 2024 | Blog
The Medicare Annual Enrollment Period (AEP) is almost here! Open enrollment begins on October 15th and runs through December 7th. It is important to know there are many new changes this year. Many people have questions and can easily be confused by...
by Tom Neeser | Jul 23, 2024 | Blog, financial planning
Maybe you have been faithfully contributing to your 401K for years. Maybe you have a decent employer match. Maybe your balance has grown enough that you think, “I have this retirement thing covered.” Have you ever asked yourself, “How much of my 401k is really...
by Tom Neeser | Apr 17, 2024 | Blog, financial planning, Personal Finance
Well, actually, I do, but I wanted to get your attention! No one wants to pay more taxes, but when facing retirement, everyone plays the guessing game – are taxes going to go up? Are taxes going down? How should I plan? And I have to say, based on...
by Tom Neeser | Feb 9, 2024 | Blog, financial planning, Investing
Haven’t you worked hard to get where you are in your financial life? Don’t you want to retire with certainty and security, without worry? Did you know that you can insure your retirement just like you insure your home, life, health, and car against...
by Tom Neeser | Dec 14, 2023 | Blog, financial planning, Personal Finance
It’s the holiday season, which for many people means stressing about how they will pay for all the additional expenses or, worse yet, not thinking about what they are spending and being shocked when the huge credit card bills are cluttering their mailboxes in January....
by Tom Neeser | Nov 22, 2023 | ANNUITIES, Blog, financial planning
If you have ever wondered about or considered an annuity, now might be the perfect time to act. There are many reasons to add an annuity to your portfolio. Interest rates continue to rise, which makes annuities more attractive than ever. There is also increasing...
