The month of April not only marks the transition into the spring season, but it also represents special occasions such as Easter and April Fools Day. However, those who work in the financial services industry also recognize April as “Financial Literacy Month”. In 2004, Hawaii’s Senator Daniel Akaka submitted in the Senate (who agreed with...Read More

May 3rd, 2023, Scottsdale, AZ—We have had the pleasure of onboarding another Subject Matter Expert to My Financial Coach (MFC)’s roster. Let’s welcome The Charitable Payraise®! The mission of The Charitable Payraise® is to help hardworking, long serving folks maximize their after tax cash flow in retirement while supporting the charities of their choice. This...Read More

Over the course of the past few years, individuals have incorrectly used the terms Medicare and Medicaid interchangeably. Of course, with so much information out there, it is understandable why it is difficult to decide on which government program works best for you or a loved one. Below, we have provided answers to some of...Read More

Financial planning is important to accomplish your goals like buying a house, saving for your child’s education, leading a stress-free retired life, repaying debts, etc. Besides, it helps you to determine whether or not you are on the right track to achieve your goals. So in short, proper financial planning can help you to make...Read More

Most older adults prefer to age in place today, which means a significant need for accessibility at home. But as many seniors soon learn, affordability can become a challenge when your home requires updates to make your golden years more comfortable. Whether you’re preparing for your own future or are helping an elderly loved one...Read More