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How to Budget on a Fixed Income

By Marie Gress, LMSW at Milan Seniors for Healthy Living At MSHL, we have seen how critical it can be for seniors, yes even seniors, to have a budget.  Why?  It’s the first line of defense against fraud or financial abuse plus you can plan for bigger expenses such as family vacations, helping a family […]

Gwen Hodges receives Frank Finnegan Award

Press release Gwen Hodges of the financial services firm Edward Jones in Milan recently won the firm’s Frank Finnegan Award for her exceptional achievement in building client relationships. Hodges was one of 1,288 of the firm’s 18,000 financial advisors to receive the Frank Finnegan award. The award is named after Frank Finnegan, who joined Edward […]

What Should You Do With Your Tax Refund?

By Gwen Hodges You may not get much of a thrill from filing your taxes, but the process becomes much more enjoyable if you’re expecting a refund. So, if one is headed your way, what should you do with the money? The answer depends somewhat on the size of the refund. For the 2017 tax […]

Time for Your Pre-retiree Checklist?

By Gwen Hodges Like everyone, you want to enjoy a comfortable lifestyle when you retire. But a successful retirement doesn’t just happen – it requires a lot of planning. And that’s why it’s a good idea to draw up a “pre-retiree checklist.” Such a checklist might look like this: • Twenty years before retirement: Try […]

WHEN DO YOU NEED A FINANCIAL ADVISOR

By Gwen Hodges If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you may realize you need some professional assistance. But when? Actually, you […]

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