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Long-Term Care Insurance Pros and Cons to Consider

Long-Term Care Insurance Pros and Cons to Consider

Long-Term Care Insurance Offers More Choices As healthcare costs increase, long-term care insurance companies offer more options. A 2019 study by the American Association for Long Term Care Insurance found that more than half of new claims under these policies are for...
Saving for Retirement Expenses

Saving for Retirement Expenses

By Chris Merchant, CFP® Recently, my wife Heather and I attended a retirement planning conference in Boston. One speaker presented a compelling formula that caught my attention. He displayed a series of numbers on the screen and invited the audience to decipher their...
Toys for Tots

Toys for Tots

This Christmas give the gift of hope to a local area child in need with U.S. Marine Corps Reserve Toys for Tots holiday campaign.  We are excited to continue our annual sponsorship as an Official Toy Drop Collection Site. We will be collecting new, unwrapped toys for...
Estate Planning Misconceptions

Estate Planning Misconceptions

Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions that cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate...
Retirement Lessons from Sun Tzu

Retirement Lessons from Sun Tzu

I enjoy reading military history and often think of how wisdom and principals of the past can be applied to modern life. On a recent reread of The Art of War, I  reflected on how Sun Tzu’s teachings could be applied to modern day retirement planning. Here are three...