Carol Plaisier

Managing health care costs amid the surprises

If there is life insurance, the spouse may be able to maintain their current lifestyle

Mortgage restrictions come into play in October

The days of 40 year amortization and zero down-payment have been eliminated.

Qualifying for the disability fuel tax refund program

There are many programs available for people with disabilities

Tax-efficient investing is the way to go now

There are lots of ways to invest, but this one cold be a good option

Do you have a strategy for your tax refund?

Oceanside residents should make sure they know what they are going to do with windfall

Tips to keep in mind when planning for retirement

Age 65 - or 67 - comes along faster than you might think. It's best to be prepared

Few guarantees in life, but with death …

You can guarantee your beneficiaries get the most for your money

Plan your estate now, before it’s too late

You can take steps now to reduce probate fees and expenses by estate planning

A little perspective on life insurance and its benefits

Life insurance is often left aside until you really need it - and then it's too late

Check your fees and expenses when looking to save

Sometimes, it's the little things that can really make a big difference

A new year means taking steps to evaluate financial progress

It has been a wild ride over the past 12 months, but let's look ahead

Estate planning is very necessary

Don't be unprepared for the unexpected with your money

Making tax effeciency a priority

Certain tax strategies can keep more money in your pocket

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