Financial PlanningRetirement Planning How Medicare Works In order to start to understand how Medicare works, it’s helpful to have a bit…Jon VingeOctober 17, 2025
Life Insurance What Life Insurance Can You Borrow From? September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What…Jon VingeSeptember 25, 2025
Retirement PlanningTax Planning Breaking Down the One Big Beautiful Bill Act The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a…Jon VingeAugust 20, 2025
Financial PlanningRetirement Planning The Pursuit of Financial Freedom In Retirement Financial freedom in retirement means more than just having enough money, it means having choices.…Jon VingeJuly 17, 2025
AnnuitiesRetirement Planning Annuities Don’t Have to be Confusing In the past, annuities have been a topic avoided by many, but lately interest levels…Jon VingeJune 20, 2025
Financial PlanningInvestmentsRetirement Planning Will Your Nest Egg Withstand Inflation and Market Volatility? It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that…Jon VingeMay 15, 2025
Medicare Do You Know the Connection Between Income and Medicare Costs? As you near retirement you’re probably focused on making sure you have enough income to…Jon VingeMarch 24, 2025
Financial Planning What’s Your Relationship with Your Finances? An often-overlooked relationship is the one we have with our finances. As we celebrate the…Jon VingeFebruary 11, 2025
Financial Planning Start 2025 Strong with These 5 Financial Wellness Tips! The new year is here, which means a fresh start to be the best, healthiest…Jon VingeJanuary 17, 2025
Financial Planning Setting Financial Goals for the New Year It’s that time of year again—the time when many people set ambitious goals but struggle…Jon VingeDecember 9, 2024