Finance Friday: Life Insurance Coverage 09/04/2026
How do you determine how much life insurance coverage you need? Good morning everyone and welcome to another Finance Friday. September is National Insurance Month so we’ll spend time discussing different types of coverage that can help you with your financial plan. Let me begin by saying that I believe insurance can be a very […]
Finance Friday: Social Security Benefits Part 2 08/28/2026
Will Social Security Benefits run out in 2032? Good morning everyone and welcome to Finance Friday. It’s the end of the month which means its time for our Question of the Week. I’ve actually had more than a few people ask me this question: “I heard that Social Security will run out soon. What does […]
Finance Friday: Social Security Benefits 08/21/2026
Why are more Americans claiming Social Security Early? Good morning and welcome back to Finance Friday. My sincerest apologies for not having a post last week. However, we are back and ready to go. We are continuing our monthly discussions regarding Federal Assistance. Social Security claims are rising as more Americans feel anxious about personal […]
Finance Friday: Medicare Reminder 08/07/2026
Good morning everyone and welcome back to Finance Friday! This month we’ll cover Federal Assistance, which impacts our society as a whole, however, the most affected people are those at retirement or near retirement age. We’ll cover recent news about Social Security, including why people are claiming early and how to plan for a major […]
Finance Friday: Pros & Cons of a Living Trust 07/31/2026
Is a Revocable Living Trust the best Estate Planning Strategy? Good morning everyone and welcome back to Finance Friday. It’s the end of the month so you know what that means: Its our Question of the Week segment! Today’s question comes from JJ. JJ asks: “I’m trying to set up my Estate Planning, and my […]
Finance Friday: Estate Planning – Choosing an Executor 07/24/2026
How do you choose the right individual to be the Executor of your Estate? Good morning everyone and welcome back to Finance Friday. We’re continuing with our monthly topic: Estate Planning. Arguably the most important person appointed to your last will and testament is the Executor. Choosing this person can be difficult. While most people […]
Finance Friday: Estate Planning Documents 07/17/2026
You’ve established your Will with your Estate Planning attorney, but what do those extra documents do for you? Welcome back everybody to another Finance Friday. As we’ve done before, we like to cover Estate Planning tips during the summer for 2 reasons: Besides your will, there are additional documents that are given to you that […]
Finance Friday: The K Economy 07/10/2026
What is a K-shaped economy? Good morning everyone and welcome back to Finance Friday. The 1st half of the year is over. We had some highs (S&P 500 had a total return of 8.2%) and some lows (War in Iran = high gas prices). We said goodbye to Jerome Powell and welcomed a new Federal […]
Finance Friday: Question of the Week – 529 Plans 06/26/2026
What factors affect eligibility for financial aid and other forms of assistance? Happy morning everyone and welcome back to Finance Friday. In Today’s agenda, we answer The Question of the Week. Today’s question comes from D.A.: “I heard that if I have a 529 Plan for my child, they will not be able to receive […]
Finance Friday: Student Financial Aid 06/19/2026
How does your child’s 529 Plan affect their Financial Aid? Happy morning everyone and welcome back to Finance Friday. The Free Application for Federal Financial Aid (FAFSA) becomes available on October 1st of each year and stays open until June 30th. It’s used to determine how much Federal Financial Aid a student is eligible for. […]