Update on TD Ameritrade to Charles Schwab Conversion The transition finally occurred this month! Please note you will receive a statement from TD Ameritrade this month showing a zero balance with a transfer out, and then you’ll see a Schwab statement showing a...
My wife and I always had a trip to Italy at the very top of our bucket list. We were finally able to accomplish this during the summer, and it lived up to every one of our expectations. We learned a lot about the country, ourselves, and what it takes to prepare for a...
Update on TD Ameritrade to Charles Schwab Conversion Since Charles Schwab announced the merger with TD Ameritrade on November 25, 2019, we have communicated the many stages of this process. We have reached the final stage where the transition of your account from TD...
Long-Term Care is the need of professional assistance to perform regular activities of daily living. There are six activities of daily living (ADLs) that could qualify an individual for Long-Term Care (LTC) services, including needing assistance with eating,...
Ever since the COVID-19 pandemic, millions of borrowers have had their student loan payments deferred. The loans have been frozen to the extent that no payments were due, no late fees have been applied, and no interest has been accrued over the past few years. The...
We believe it is a huge decision to choose who to list as the beneficiary on your qualified retirement account. While the decision is ultimately the owner’s, we do have a few pieces of information to share that may influence that decision. This blog post is geared...
