Interest Rates and Your Mortgage

Interest Rates and Your Mortgage

What you need to know. Provided by Nick Boeckman, CFP® With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest...

Speed Bumps & Headlines

Focus on your overall approach during times of short-term volatility. Provided by Nick Boeckman, CFP® As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over...

How Medigap Choices Have Changed

What you need to know about Plan F and Plan G. Provided by Nick Boeckman,  CFP® As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.1...

2021 Limits for IRAs, 401(k)s and More

Numbers to know for the new year. Provided by Nick Boeckman,  CFP® On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to...