Dec 21, 2021 | Money, Planning
If you do one thing by the end of the year, do this. Update the beneficiaries on your financial accounts. Think about the life changes you may have had during the past 12 months: birth, death, divorce, marriage. The landscape of the people around...
Aug 24, 2021 | Money, Planning
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, Commonwealth Medicare Advisors I have been working in the insurance business since 1985, assisting clients with many types of insurance and now solely focusing on supporting clients navigate...
Jul 2, 2021 | Money, Planning
Saving and investing for college has a new option for Virginia residents. It’s called the Tuition Track Portfolio. It is an offering within the Invest529 program and it is Virginia529’s answer to the PrePaid plan that was in effect from the late 90’s to around 2017...
Mar 17, 2021 | Mindfulness, Money, Planning
Women want to make a positive impact on our communities. Many of us are solid income earners, and give generously to non-profits. And some are natural wealth builders. But some are not (yet) in the wealth-building mindset. Over the years, having worked...
Feb 17, 2021 | Money, Planning
We may be in the middle of a cold winter, but the housing market is hot hot hot. When a market is on the rise, it’s easy to see the allure in participating. And with all the time spent at home in 2020, people are paying more attention to their living quarters...
May 7, 2020 | Impact, Mindfulness, Money, Planning
Giving is a heart-centered practice. Please give to an organization that aligns with your heart. Even if it’s just a little, it can have a big impact. Below is a list of organizations that need your support and that align with current community challenges. YWCA...
