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Living Life as Opposed to Simply Existing

Living Life as Opposed to Simply Existing By Bruce Eisenhauer Financial Advisor When I take the time to think about the people who have had a most profound impact on my life, I realize that they all have some commonalities. They all strive to help others, and they all live life to the fullest.

Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

Which Medicare Plan Is Best for You?

Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

De-Stressing in a Stressful World

We all experience stress to one degree or another.  Stressors take many forms, whether from choices we make – giving a speech or preparing for an exam, or from situations outside of our control, like the economy or world events.  Carrying stress can lead to health problems, especially with …
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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