Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips to help you make sure your family’s spending remains in check this holiday season.Continue reading “Tips for Managing Your Holiday Spending”
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered.
Some may be fully or partially covered by a Part C Medicare Advantage Plan, which replaces Original Medicare, or a Medigap policy, which supplements Original Medicare. Both are offered by Medicare-approved private insurers. (You cannot have both a Medicare Advantage Plan and a Medigap policy.)
Whether you are looking forward to Medicare in the future or are already enrolled, you should consider these potential expenses.Continue reading “What Health Services Aren’t Covered by Medicare?”
Condor has sent out its 2019 3rd Quarter Newsletter!
- Federal Income Tax: How Did We Get Here?
- Social Security: Shoring Up America’s Safety Net
- How Can I Teach My High School Student the Importance of Financial Literacy?
- Should Parents “Go for Broke” on Youth Sports?
You can read our online copy by clicking here.
Condor is delighted to announce that all three custodians with whom we custody our clients’ assets are no longer charging commissions on online stock and exchange traded fund trades! This will lower costs even further for our clients, which is very exciting!
*Note that Fidelity’s no commission trades go into effect on November 4th, while Schwab and TD Ameritrade have already implemented commission-free trading.
The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family, and sock away money for retirement. Given these hurdles, it’s no wonder that life insurance as a financial asset gets little to no attention. But it should. There are many reasons to have life insurance at a relatively young age, but here are some common ones.Continue reading “Do Millennials Need Life Insurance?”
The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government’s financial aid application. The FAFSA is a prerequisite for federal student loans, grants, and work-study. In addition, colleges typically require the FAFSA before distributing their own need-based aid and, in some cases, merit-based aid.Continue reading “When Should I File the FAFSA?”
The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to “press 1” to speak to a government “support representative” for help in reactivating your Social Security number. The number on your caller ID looks real, so you respond. The “agent” you reach tells you that your Social Security number has been suspended due to suspicious activity or because it has been involved in a crime.Continue reading “How Can You Avoid Falling for the Social Security Imposter Scam?”
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning documents almost everyone should have regardless of age, health, or wealth. They are: a durable power of attorney, advance medical directives, a will, and a letter of instruction.Continue reading “Key Estate Planning Documents”
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education.Continue reading “What’s New in the College World?”