Your Year-End Financial Checklist

Practical steps to wrap up the year with confidence, whatever stage of life you’re in. As the holidays approach, it’s easy to get swept up in to-do lists that have nothing to do with money—gift shopping, travel plans, and end-of-year celebrations. But before the year wraps up, it’s worth giving your finances a little attention…

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Medicare Decisions & Your Money: What to Review Before Open Enrollment

By On Purpose FinancialExpert insight contributed by Chris J. Todd, Benefits Consultant, Health Plans of Georgia When you left the corporate world, you didn’t leave open enrollment behind, you just graduated to a version with higher stakes. Each fall, Medicare enrollees face a wave of mailers, phone calls, and TV ads all promising “more benefits…

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