(814) 598-1267

dan@minichfinancialgroup.com

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How Much Do You Need To Retire?

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(814) 598-1267

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Eldercare Choices in the COVID-19 Era

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to Genworth’s 2020...
Buy-Sell Agreements for Businesses

Buy-Sell Agreements for Businesses

Planning for your future and beyond. For most, creating an estate strategy is important to make sure your loved ones are taken care of after you’re gone. But it may be just as important to have an estate strategy for your business. Whether you’re a sole proprietor who...
Insurance Needs for Empty Nesters and Retirees

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings...
Debunking Common Retirement Assumptions

Debunking Common Retirement Assumptions

Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as...
Key Provisions of the CARES Act

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Corona virus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19...