Financially Speaking Blog

We all spend decades working and saving toward the far-off retirement of our dreams. And while we may all have ideas about what we want to do, have you ever…

As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal…

You may have heard that the coverage gap for Medicare Part D prescription drug coverage – commonly known as the donut hole – closed in 2020. While it’s true that…

Retirement can last 20 to 30 years or more, so it may be helpful to consider it as a series of phases. Here are three phases that you might pass…

Check Your Coverage A business owners policy (BOP) is a package that typically combines property insurance, business interruption insurance, and liability protection (up to policy limits). Property insurance helps protect…

Now that it’s common for families to have two wage earners, many married couples accumulate assets in separate accounts. They might each have savings in an employer-sponsored plan and perhaps…