Blog
The Headache of Lookback Periods
Our Weekend Word – 10/16/2026
Lookback periods are a great example of something that people tend not to know about until the worst possible time; often it’s when a family member passes away or when someone needs to enroll in Medicaid to cover long term care.Read More
Open Enrollment Season
Our Weekend Word – 10/09/2026
Medicare open enrollment is almost here. Below are some important dates, changes, and resources for you to reference.Read More
“The Cloud” Has an Address
Our Weekend Word – 10/02/2026
For many, the phrase “the cloud” brings to mind a storage space in the sky where all our online files live. It’s been reliable and convenient enough that we didn’t need to think about it too hard. This year gave us a reason to.Read More
The Big Picture
Our Weekend Word – 09/11/2026
You’ve probably heard annual stock market returns historically average about 10%. It’s a real statistic… but it almost never shows up on a single calendar year.Read More
About The Dow Jones
Our Weekend Word - 9/4/2026
Millions of Americans see the Dow Jones on a regular basis; it’s on the bottom of every news channel and seen as a major indicator of our markets and stock prices. It also doesn’t work how most people think it does.Read More
How Trump Accounts Work
Our Weekend Word - 8/28/2026
With Trump Accounts back in the headlines, we figured it’s a good time to go over them again. Let’s get into what they offer, and what they don’t.Read More
Borrowing Changes When You Retire
Our Weekend Word - 8/21/2026
We don’t need to remind you that life changes when you enter retirement, but we think it’s important to set the record straight on what those changes are, and what they can mean for you.Read More
What The Withholding System Can Teach Us
Our Weekend Word – 8/14/2026
Money that doesn’t touch your hands is money you don’t have to think about very much. This is a concept the government has become very familiar with.Read More
Do You Know Your Credit History?
Our Weekend Word – 8/7/2026
Everyone knows it’s important to have a good credit score, but a lot of people couldn’t tell you what their score is, or how far back their credit history reaches. That’s a problem for a few reasons.Read More
Retirement Statistics: Square Peg, Round Hole
Our Weekend Word - 7/31/2026
The question "Is my retirement plan on track?" can send us down all kinds of rabbit-holes. Inevitably, we go looking for numbers to compare ourselves against. Unfortunately, these can leave us with more stress than we had to begin with.Read More
The 401(k) Is Younger Than Star Wars
Our Weekend Word - 7/24/2026
The rules of retirement in America aren't settled, and a lot of what feels permanent about our financial lives is much younger than we tend to assume.Read More
