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On the Road to Retirement, Beware of These Five Risks

On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour. 1. Traveling aimlessly Setting out on an adventure without a definitive destination …

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Down the Donut Hole: The Medicare Coverage Gap

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the “donut hole.” It may be clearer if you consider the gap within the annual “lifecycle” of Medicare Part D Prescription Drug Coverage. This also applies to drug coverage that is integrated into a Part C Medicare Advantage Plan. Annual …

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September 2018 Monthly Recap

J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience   by Anne Zavaglia A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan. Due to its very specific benefits and drawbacks, an ESOP works with business owners with a …

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very specific benefits and drawbacks, an ESOP works with business owners that have the following characteristics: Values the legacy of the business and the welfare of the employees as much as …

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The Financial Implications of a Chronic Illness

When you live with a chronic illness, you need to confront both the day-to-day and long-term financial implications of that illness. Talking openly about your health can be hard, but sharing your questions and challenges with those who can help you is extremely important, because recommendations can be better tailored to your needs. Every person …

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