Make the necessary updates before you need them (when it’s too late). When Jill and John Smith purchased their life insurance policies ten years ago,…
Dan KerrDecember 1, 2021
Is going low-fi the key to better security? Every week there’s a new digital scare. Target was hacked. Home Depot was hacked. LinkedIn was hacked. Cheating site Ashley Madison was hacked (which didn’t…
Dan KerrDecember 1, 2021
Identity theft runs rampant during tax season. Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card…
Dan KerrNovember 23, 2021
As Americans age, many of us are coming face-to-face with friends and family members who need long-term care (LTC). And, as we watch others grapple…
Dan KerrNovember 3, 2021
Today, more than ever, planning for retirement is a necessity. The combination of Social Security and company retirement benefits are often insufficient to provide the…
Dan KerrOctober 27, 2021
Most of us can't wait until the day we finally say goodbye to the working world and our time becomes our own. We often dream…
Dan KerrOctober 20, 2021
When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life,…
Dan KerrOctober 20, 2021
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage…
Dan KerrOctober 12, 2021
Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget…
Dan KerrSeptember 28, 2021
Saving for retirement in today's economy can be a monumental challenge. This is especially true if you've just finished paying for your children's college education.…
Dan KerrSeptember 22, 2021
Divorce marks a new chapter in your financial story. Make sure you understand where you're positioned financially so you can make the most of it.…
Dan KerrSeptember 15, 2021
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An Assorted Pick
Forgotten expenses: One fictitious couple's quandary. The situation seems to unfold the same way: Ron and Rhonda Retiree have what they feel is more than…
Nowadays, individuals change jobs many times throughout their working lives. If you are starting a new phase of your career, you’re probably carefully considering how…
