Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
A #homewarranty may make sense, but you need to set proper expectations.
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Making Sense Of A Home Warranty
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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Dog Bites Neighbor. Now What?
Does your business have a retirement strategy that fits your short, long-term needs?
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Choosing a Retirement Plan that Fits Your Business
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
When was the last time you updated your will?
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Will Power
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Should gold be a part of your diversified portfolio?
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Should I Invest in Gold?
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
GORTONFINANCIAL.COM
Protecting Your Home Against Flood Loss
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Developing a retirement strategy? It's critical to know the differences between investment types.
GORTONFINANCIAL.COM
Traditional vs. Roth IRA
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Developing a retirement strategy? It's critical to know the differences between investment types.
GORTONFINANCIAL.COM
Traditional vs. Roth IRA
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
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How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy
The key to #healthcare in retirement might be a patchwork of different choices.
GORTONFINANCIAL.COM
Extended Care: A Patchwork of Possibilities
How will your investments weather the ups and downs of the business cycle?
GORTONFINANCIAL.COM
The Business Cycle
Investors should understand the ways in which financial professionals are compensated for the services they provide.
GORTONFINANCIAL.COM
How Financial Professionals Are Compensated
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
GORTONFINANCIAL.COM
The Cost of Medical Care
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
GORTONFINANCIAL.COM
Jane Bond: Scaling the Ladder
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
GORTONFINANCIAL.COM
What to Look for in a Long-Term Care Policy