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Stock Market Commentary October 2023

Stock Market Commentary October 2023

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 transfer in. Through Schwab, you will continue to have online access, an

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Ken Wink•
Stock Market Commentary September 2023

Stock Market Commentary September 2023

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 Ameritrade to the Charles Schwab platform will occur. This will be

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Ken Wink•
Essential Guide to Long-Term Care Planning: Options, Costs, and Coverage for Your Future

Essential Guide to Long-Term Care Planning: Options, Costs, and Coverage for Your Future

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, walking/moving, bathing/showering, dressing, standing/sitting, and using the restroom. The type of care required can range from in-home

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Zach Bachner•