Posts Tagged ‘Jessica Ness’
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Traditional Medicare vs Medicare Advantage Plans: Which is Best?
As our clients approach age 65, the conversation always seems to turn to Medicare. If they don’t bring it up, I do because this government healthcare program can be confusing, leaving many with a fear of not having the information necessary to make an educated decision. When applying for Medicare benefits, there is a decision…
Read MoreWhat Is The Best Way to Calculate College Costs?
Any parent or grandparent will tell you that their world revolves around the children. Our clients are no different. They want to give their children the best chance of success in life, and this includes their financial lives. In today’s world, one of the best ways to do this is by funding a college education.…
Read More7 Ways to Tweak Your Retirement Plan for 2012
Jessica Ness, Client Advisor and Director of Financial Planning for Glassman Wealth Services recently shared her retirement planning tips with Mark Miller, retirement columnist for Reuters. “Rebalancing puts an automatic buy-low and sell-high methodology to work because you trim asset classes that have grown in size and you contribute to asset classes that have shrunk.”…
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