How to Prepare for Medicare Open Enrollment
Whether you’re shopping for coverage for yourself or for aging parents, you don’t want to make a big decision about healthcare without considering all of the factors. Here are a few questions to ask now so
Whether you’re shopping for coverage for yourself or for aging parents, you don’t want to make a big decision about healthcare without considering all of the factors. Here are a few questions to ask now so

We sat down with Suzanne Scheer, a financial advisor on our team who specializes in long-term care insurance, to get the facts and latest news.
December brings holiday stress along with all of its magic. What if, instead, you could handle the holidays in a way that filled your tank and your memory bank?
Keeping up with your mental health is crucial whether you’re in retirement or not. But how do you keep the noggin sharp? We’ve got a few tips!
Wouldn’t you like to retire to your happy place? It starts with some important conversations.
Costs for a long-term care event can range from $8,000-12,000 per month, and pose the #1 threat to a well-planned retirement. Make sure you’re getting the most from your coverage with these three tips from Traci.
Just because you’re retired, doesn’t mean you’re happy.

Social distancing is giving us all a new normal. Rather than dwell on the downside, we prefer to focus on the possibilities.
Retirement is a major life goal. It can also be scary. Especially if much of your identity is connected to your job. Traci Richmond, CDFA™ explains a few smart moves you can make now, to set
You’ve dreamed about it. Planned for it. Spent decades saving for it. But what if you retire and realize you’re just not happy? It’s a dilemma many are reluctant to admit, no less talk about. Now,