Will I be Enrolled Automatically in Medicare?

by lportee53 | Jul 22, 2025 | Resources

Resources flowchart Will I be Enrolled  Automatically in Medicare? Navigating Medicare enrollment can be tricky, especially when timing and eligibility factors come into play. This month’s featured chart breaks down the 2025 Medicare enrollment process, helping...

What Issues Should I Consider When Reviewing my Estate Planning Documents?

by lportee53 | Jun 17, 2025 | Resources

Resources What issues should i consider When Reviewing my  Estate Planning Documents? Read...

What issues should I consider when establishing and maintaining my emergency fund?

by lportee53 | May 20, 2025 | Resources

Resources What issues should i consider when establishing & maintaining my emergency fund? Read...

What issues should I consider when dealing with high inflation?

by lportee53 | May 20, 2025 | Resources

Resources What issues should i consider when dealing with high inflation? Read...

What issues should i consider during a recession or market correction?

by lportee53 | Apr 11, 2025 | Resources

Resources What issues should i consider During a Recession orMarket Correction? Consider potential cash flow issues, asset & debt issues, and tax planning issues.  Read...

SHOULD I CONTRIBUTE TO MY ROTH IRA VS. MY TRADITIONAL IRA?

by lportee53 | Mar 4, 2025 | Resources

Resources SHOULD I CONTRIBUTE TO MY Roth IRA VS.My Traditional IRA Determine the right path for you by asking yourself the questions in this document.  Read...