The end of the year is upon us. Here are some tasks to check off before 2023 arrives! As the year wraps up, it can be a great time to take financial inventory. Your circumstances are constantly changing and evolving, and the proper financial plan is not meant to be a set-it-and-forget-it thing. With the end of the year presenting the perfect chance to revisit your goals, here are a few areas you may want to check in on before we flip the calendar to 2023. Review Your Financial Plan The proper holistic financial plan isn’t just about your
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Monthly Archives December 2022
5 Common Mistakes to Avoid with Medicare
Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the most common mistakes retirees make when it comes to their healthcare. Along with your streams of income that you’ve created for yourself during your career, Medicare is one of your most important tools in retirement. It can protect you against medical emergencies that could be financially devastating, especially when you’re living on a fixed income. It is, however, important to know that Medicare has its limitations, potentially making
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