The Personal Finance CEO Podcast & Blog

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
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
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
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
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
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
Here’s a handy primer to help you understand how Social Security Benefits work: s-s-retirement-income-basics As always, and whether or not you are a current client, if you have any questions
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
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
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.
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
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