Financial Planning Your 2022 Year-End Financial To-Do List The end of the year is upon us. Here are some tasks to check off…Bonsai Financial Retirement Wealth Advisors2022-12-27
MedicareRetirement Planning 5 Common Mistakes to Avoid with Medicare Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment…Bonsai Financial Retirement Wealth Advisors2022-12-01
Life Insurance 4 Recent Innovations in Life Insurance Policies Life insurance is no longer constrained to the inflexible policies our parents held. Here are…Bonsai Financial Retirement Wealth Advisors2022-09-20
Retirement PlanningSocial Security What is COLA, and How Does it Affect Retirement? The COLA on Social Security is projected to increase benefits by more than 10%. How…Bonsai Financial Retirement Wealth Advisors2022-08-23
