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Blog

Should You Retire at the Same Time As Your Spouse?

Submitted by MacTavish Financial Private Wealth Management on April 3rd, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Medicare in 2021: Here’s What You Need to Know

Submitted by MacTavish Financial Private Wealth Management on March 25th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by MacTavish Financial Private Wealth Management on March 11th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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Medicare in 2021: Here’s What You Need to Know

Submitted by MacTavish Financial Private Wealth Management on February 22nd, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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New Home Financing Checklist

Submitted by MacTavish Financial Private Wealth Management on January 31st, 2020

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.

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Planned Giving Goes Further

Submitted by MacTavish Financial Private Wealth Management on October 17th, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Five Ways to Save on Healthcare Costs

Submitted by MacTavish Financial Private Wealth Management on October 10th, 2019

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs.

Here are just a few:

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Making the Long Term Care Decision That’s Right for You

Submitted by MacTavish Financial Private Wealth Management on October 3rd, 2019

For most of us the conversation isn’t whether or not we’ll need long term care, but rather when. According to the U. S.

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Do Spouses Need the Same Amount of Life Insurance?

Submitted by MacTavish Financial Private Wealth Management on September 19th, 2019

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

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Are You Ready to Purchase Investment Property?

Submitted by MacTavish Financial Private Wealth Management on September 5th, 2019

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

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Recent Blog Posts

  • Should You Retire at the Same Time As Your Spouse?
  • Medicare in 2021: Here’s What You Need to Know
  • Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Archived Blog

  • April 2021 (1)
  • March 2021 (2)
  • February 2021 (1)
  • January 2020 (1)
  • October 2019 (3)
  • September 2019 (2)
  • August 2019 (5)
  • July 2019 (3)
  • January 2019 (1)

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