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Money Shouldn't Hurt!

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My overriding principle is that, “Money Shouldn’t Hurt”, and if I can help just one person have a better experience with investing, then that makes it all worthwhile. -Tom Wright
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Should You Pay Off Your Mortgage?

There are many approaches to handling debt and that holds true for what is often our largest debt – a residential mortgage on a primary home. Although we usually are not considering paying off a mortgage when we enter into the transaction – after all fifteen or thirty years seems a long way off – that question may arise at some point in the future.

Insights Financial Planning Taxes
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Planning Issues with Timeshares

Everyone likes vacations. Time away from our usual routine, sights and people is important to many and there are probably as many ways to have a vacation as there are people wanting them. One common approach to taking vacations is the purchase of one or more timeshares. Most timeshares allow the purchaser an annual block of time in a residential unit located in some variation of vacation destination such as a resort. There are many large companies selling timeshares in attractive locations (think Marriott, Hyatt, Disney to name but a few) as well as plenty of smaller, lesser known companies offering similar accommodations. Timeshares are a big business.

Insights Financial Planning Just For Fun
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Eight Things You Did Not Know about Medicare

Most of us have paid payroll taxes to support the Medicare program and, again, most of us will likely enroll in Medicare when we reach age 65 or perhaps later if we are still employed at that time. As simple as that sounds, Medicare is a very complex and annoyingly inconsistent program which will require some real attention – by you or an adviser or both – to get it working best for you. As you approach age 65 you will be deluged with offers for both Medicare advantage plans and supplemental or Medigap plans from a variety of health insurers and agents. The lucrative nature of this business is made obvious by the sheer volume of mail, calls and advertisements. This underscores the importance of taking your time so that you may make an informed decision.

Insights Financial Planning Retirement Funding
(804) 591-1657