Wealth Design BlogFinancial education
Every once in a while, local employers provide an opportunity to cash out of a company stock ownership program. The good news is that hard work and employee loyalty are rewarded by the creation of a substantial nest egg. The bad news is that the nest egg is burdened...read more
Medicare is a cost-sharing program to cover the different elements of medical expenses for individuals age 65 and older. Medicare Part A covers hospital visits, this part of the Medicare program is free. Medicare Part B covers outpatient services and involves a...read more
The election of Donald Trump initially sent shockwaves throughout the world, but the reaction by the stock market has come as quite a surprise for investment managers. Initially, S&P 500 futures were down 5%, but as the day progressed the reversal was dramatic and...read more
Be sure to complete a mid-year financial checkup: assess your taxes, pay taxes forward if possible to avoid penalties,
identify any income and capital gain you weren’t expecting, review your investments and makes changes where needed.