Matt Shade

11/19/2022

I can get used to this view

07/18/2022

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

07/18/2022

How would you describe your financial confidence right now? Concerned? Confident? Take this quiz to find out and then reach out. Even the best-laid plans can use a helping hand. I can help you align your long-term strategy with your goals and circumstances

Take this quiz to find out how you compare with the most financially and emotionally confident Americans and to learn what you can start doing differently now.

07/17/2022

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

07/16/2022

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

07/15/2022

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

07/14/2022

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

07/13/2022

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

07/12/2022

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

07/11/2022

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

07/10/2022

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

07/08/2022

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.