Did you know that singing can improve your brain function? It’s true! In a recent article in the Journal of Alzheimer’s Disease, researchers gave people with mild to moderate dementia 10 […]
From the RockCrest: Here’s something to croon about! Read More »
Each year, as clients and I craft their financial plans, one of the biggest concerns expressed by those in the 45+ age group is long term care costs. Clients who
10 Secrets You Long-Term Care Salesperson Won’t Tell You Read More »
If you’re close to 65, you may be wondering about Medicare. This article is a short review of the different Medicare parts and coverage choices, as well as, how to
Getting Started with Medicare Read More »
Here’s a handy 2017 Tax Reference! As a service to clients and readers of our newsletter and blog, here’s a useful summary of important tax information for 2017. Use it to
Tax Reference 2017 Read More »
Great retirements don’t just happen, the’re often designed that way! For many Americans, a financially secure retirement is backed by a solid retirement plan. But creating a great retirement plan
The Truth About Retirement: 7 Critical Pieces to Solving Your Own Retirement Puzzle Read More »
Confused about college savings and funding options? Whether you have a younger child or a college-bound student, download our *FREE* “Guide to College Planning & Funding Strategies” Let me briefly
Your Guide to College Planning & Funding Strategies Read More »
Here’s a handy primer to help you understand how Social Security Benefits work: As always, and whether or not you are a current client, if you have any questions please
Social Security Income Basics Read More »
As you get closer to retirement, it’s important to understand what effect taxes may have on your Social Security Income (SSI) benefits. This post should help you gain a better understanding
Taxes on Social Security Benefits Read More »
It’s already fall! Although I’m sad to see summer go… I also realize how fast the next few months tend to fly by. So, before October gets behind us, I
Client Update – October 2016 Read More »
The FAFSA, which stands for “Free Application for Federal Student Aid,” is a form that asks a series of questions about your family’s financial picture. This application helps the U.S.
What to know before you fill out the FAFSA: Income and Asset Strategies Read More »
Happy Summer! We are now halfway into the third quarter. So, I thought it would be a great time to provide you with an update on how RockCrest Financial continues to
Client Update – August 2016 Read More »
If you have a junior or senior in high school, or a child who is currently in college, and they will also be attending college in the fall of 2016
“Surprise” Capital Gains Can Lower Financial Aid Read More »