Wednesday, May 22, 2019
We can all almost say money is always on our minds…how much do I have in my account? Am I able to afford that? Do I simply enough? Being aware of your financial health is important. Studies reveal Americans could be saving more with...
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Wednesday, May 15, 2019
Many people may think life insurance is just another unnecessary expense without realizing its purpose and benefits. The question to ask yourself is would someone in your life suffer financial hardships if you were to pass away? If the...
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Wednesday, May 8, 2019
It’s never too early nor too late to start thinking about retirement and planning for one. It takes careful planning for your money to last a lifetime. Here are simple action steps you can take today to start preparing for your golden...
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Wednesday, May 1, 2019
Many Americans significantly underestimate the impact that a loved one’s long term care needs could have on their own lives, marriages, work, and not to mention their finances. As a matter of fact, 57% of caregivers surveyed tapped...
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Wednesday, April 3, 2019
Oftentimes we tend to be unrealistic when it comes to planning how much we can achieve and how long it will take, especially when it comes to setting money goals. A general rule to reaching your financial goals is to establish a plan...
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Wednesday, April 3, 2019
For many, our children’s high school graduation is just around the corner and then they’re off to college. And we ask ourselves–where did the years go by? Besides seeing an empty nest, parents are also seeing empty pockets; thus,...
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Wednesday, April 3, 2019
Estate planning is something that’s never easy to do or even to begin thinking about for that matter. But it can help give you comfort knowing your estate and loved ones are protected after your death. Avoid missteps and get your...
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Wednesday, April 3, 2019
Today, women are providing more financial value to their household than ever before. Studies show 51% of women are responsible for household finances while 37% reported to be the primary breadwinner of their family (compared to 31% in...
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Wednesday, March 27, 2019
Seniors can benefit from many discounts and offers; however, taxes aren’t one of them. Retirees will be shocked to find that much of their income is, in fact, subject to taxes. Here are a few that you can expect to face in...
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Wednesday, March 20, 2019
When it comes to annuities, misinformation surrounds them. To help you make a sound decision on whether or not an annuity is right for you, here’s the truth behind some of the most common misconceptions:They’re only for retirees. While...
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Wednesday, March 13, 2019
When it comes to retirement, both men and women face many risks. However, women are faced with greater financial obstacles:Living longer. It’s a known fact that women enjoy a longer lifespan than their male counterparts. As a matter of...
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Wednesday, March 6, 2019
For many of us, we look forward to this time of year where we can expect some extra money in our pockets. The sooner we file, the sooner we can receive our tax refund. And you can do so by filing electronically, requesting your refund...
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Wednesday, February 27, 2019
Many of us look forward to our golden days, the days where we can simply kick back, relax, and do a lot more things we didn’t have time for during our days of labor. How comfortable and secure your retirement will be depends on how...
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Wednesday, February 20, 2019
Running out of money in retirement is a worry for many people. In fact, 55% of baby boomers and 57% of Generation X expressed outliving their savings is one of their greatest fears. 47% of millennials also have similar concerns.1...
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Wednesday, February 13, 2019
Making the decision to place your spouse, partner, or family member in long-term care (LTC) might be one of the hardest decisions in your life. Nobody wants to think about putting their loved ones in assisted care. For many, it is a...
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Wednesday, February 6, 2019
Filing season for the 2018 tax year is officially underway. To help you stay organized as you prepare to file, use the checklist below to gather all the forms and documents you’ll need.1Identification for You and Your SpouseFull...
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Wednesday, January 30, 2019
Nearly 50 percent of Americans aren’t prepared for retirement.1 However, there’s still time to catch up. Here’s some insight on how you can better position yourself for securing a happy retirement:Pay off large debts. By focusing on...
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Wednesday, January 23, 2019
It’s January of the New Year and other than starting fresh and enduring frigid temperatures, tax season has arrived. Below are some of the 2018 tax deduction changes you should know when filing in 2019.1Medical and dental expenses. You...
Read MoreHave a life insurance policy? That’s great! If you don’t, well, you may want to reconsider. But what are some of the features that a life insurance policy should have built-in to it? There are a lot of different options, but here are...
Read MoreEvery birthday is special – but these are particularly important in your retirement journey.1 Here are some age milestones to keep in mind:Age 55 – Penalty-free distributions allowed from 401(k), if retiredAge 59 ½ – Penalty-free...
Read MoreHappy New Year! We are officially in 2019, and there’s no better time to start fresh with your finances than now by laying out your goals for the New Year. Follow these simple tips below to help your financial year start off on the...
Read MoreYou’ve worked hard this year and it’s that time of the year again for New Year’s Resolutions. And for many of us, that means getting your finances in order. Follow the calendar below to track important deadlines and notices for your...
Read MoreMany people think they don’t need life insurance for one reason or another. A lot of these same people also think life insurance is too expensive (it’s not). Add these two together, and you get a population that simply doesn’t...
Read MoreThere are millions of different ways a person can get themselves to be financially-stable in retirement, but what is the ideal way? Through examining studies and compiling expert opinions, MarketWatch came up with an ideal timeline for...
Read MoreNow’s the time to observe your entire financial situation. The new year is upon us, so it’s only smart to start looking towards next year so you aren’t caught off-guard. Follow this quick tips and be on your way to a current financial...
Read MoreThere are some things in life that are just worth knowing. Retirement terms is one of those things. Regardless if you’re far off from retirement or in the middle of it, it pays to understand some common retirement lingo, so you’re not...
Read MoreMany factors come into play when you consider an annuity. They come in various shapes and sizes, so it’s important to know which questions to ask to come away with the right annuity for you. We’ve compiled a list of questions you’ll...
Read MoreMost portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own...
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