Month: October 2020

Fairy Tales and Finance

By Alexa Kane, CFP®, CDFA® / October 27, 2020

‘I’ll huff and I’ll puff, and I’ll blow your house down!’ An iconic line and terrifying statement if you are little piggy in an ill-prepared house. When we started brainstorming […]

[WEBINAR] Medicare 2021: What you need to know

By Melissa Joy, CFP®, CDFA® / October 27, 2020

Speakers Melissa Joy and Joanne Giardini-Russell While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative […]