3 Things 5-18-26
Thing One A Binder To Keep Your Loved Ones Out Of A Bind If you died tomorrow, would your spouse, partner, or family know where your bank accounts are? How to access your crypto? Where your important documents are stored? Who your financial advisor or lawyer is? Putting your loved ones in a position where they can’t answer those questions easily creates massive stress and confusion at the worst possible time. The solution is simpler than you think. Create a “When I Di
3 Things 2-9-26
Thing One Why Starting an Exercise Plan Might Help You Understand How to Think About the Economy I was recently browsing health and fitness websites for exercise “secrets” when I came across an article that made me think about the similarities between an individual trying to get in shape and the political class trying to “get the economy in shape.” The article was called Why Crunches and Sit Ups Do Not Get You Six Pack Abs. The opening paragraphs hit me like a ton of br
3 Things 1-19-26
Thing One When Medicare Advantage Works—and When It May Be Challenging Recently, I worked with a client enrolled in a Medicare Advantage plan who experienced a serious fall. Following the injury, the client required skilled nursing care. When the family began exploring facility options, they learned that the nursing home they preferred was not part of the plan’s provider network. This created additional challenges at an already stressful time and highlighted some of the p
3 Things 10-7-24
Thing One Know Your Coverage In response to a question asked by a married couple about why their bank was still hounding them to make...
3 Things 5-20-24
Thing One Item 5 From Our Five Favorites List In keeping with our plan to discuss each of the five items on our favorites list, we’ll...
3 Things 5-13-24
Thing One Item 4 From Our Five Favorites List In keeping with our plan to discuss each of the five items on our favorites list, we’ll...
3 Things 11-29
11/29/2021 Although MAS is a financial services company, not everything published herein will be about numbers or investing. But no...
3 Things 2-01
02/01/2021 Thing One An Important Declaration Got some cash you want to play around with and try to make a quick buck? Cool. There are...