by calford | Jan 31, 2024 | Insurance & Annuity
In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, private health insurance...
by calford | Jan 24, 2024 | Retirement
A Resilient U.S. Economy Faces Uncertainties. The close of 2023 witnessed an intense rally in the bond markets, spurred by a resilient U.S. economy and a cooling inflationary environment. The fluctuations in the yield on the 10-year U.S. Treasury throughout the past...
by calford | Jan 17, 2024 | Uncategorized
As the burden of student loans continues to weigh on the shoulders of many, the prospect of refinancing has become increasingly attractive. For some borrowers, it’s a beacon of hope promising lower interest rates and more manageable monthly payments. However,...
by calford | Jan 9, 2024 | Retirement
As the world evolves, so too do the challenges faced by the younger generations entering the workforce. Over the last year, nearly four in 10 Gen Z individuals have found themselves grappling with financial setbacks, according to recent surveys. This has led to a...
by calford | Nov 30, 2023 | Estate
The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of 2023, proactive preparation becomes essential. Whether you are an individual looking to optimize your estate planning or a...
