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Monday, January 15, 2018

It’s a new year, and like your physical health, financial health is an important evaluation to make. Your doctor can check your heart, lungs, cholesterol, and other vitals to determine your overall health. Similarly, your...

 

Thursday, December 28, 2017

The clock is ticking on 2017, and with the New Year just around the corner, you might be preparing your resolutions. Starting a diet or exercise program, or being more adventurous often make the list, but there are more practical...

 

Thursday, December 14, 2017

Investing in Experience over Stuff No matter what their income is, many Americans are guilty of spending money on the newest smartphone or a brand-new vehicle they don’t necessarily need. Forbes notes that Americans are...

 

Thursday, November 30, 2017

As millions of Americans rush to their accountants for help preparing and filing taxes, remember that nothing you do in January and February of the new year counts. Since the tax year ends on December 31st, to take advantage of any...

 

Saturday, November 18, 2017

Long Term Care Awareness Month As we age, there are a lot of expectations and potential outcomes to consider. Will there be enough money to retire comfortably? How will our health hold up? Will Medicare cover annual medical expenses?...

 

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Tuesday, October 31, 2017

With pensions on the decline, modern workers need to rely on their own savings to collect enough money for retirement. One of the most powerful tools available is a tax-advantaged retirement savings program designed to persuade...

 

Monday, October 23, 2017

When hurricanes strike, earthquakes level cities, or economic downturns impact those most in need, many Americans respond to the call with charitable giving and donations. You can donate in numerous ways - financial donations,...

 

Monday, September 18, 2017

5 Ways to Cut Costs During Retirement Most individuals lead much different lives during their working years than their retirement years. This makes sense since many people no longer work during retirement and live on a fixed income....

 

Tuesday, September 5, 2017

Life Insurance Awareness Month September is Life Insurance Awareness Month. No matter your age or current health, it is important to consider life insurance to protect those you love. Carrying a life insurance policy provides both...

 

Thursday, August 31, 2017

There's no greater freedom than owning your own business. You set your hours, control the direction of the company, and enjoy a great sense of satisfaction in building something from the ground up. Throughout that whole process though,...

 

Friday, August 11, 2017

To Save or Invest, That is the Question When it comes to protecting your financial stability for retirement, you are bound to face a fork in the road when deciding how to secure your future funds. Most people will narrow the decision...

 

Friday, July 21, 2017

The new fiduciary standards recently introduced as a guideline for financial advisors compels them to put the best interests of the client ahead of their own, but it is a standard that is not without controversy. What is a financial...

 

Monday, July 17, 2017

With money, as with so many other things in life, it is hard for an individual to predict the future. You know what your current income and expenses are, but you can’t see what the future will bring or if you’ll have...

 

Friday, January 13, 2017

With a new year comes resolutions to add, remove, or change an aspect of our lives for the better. You might have formed resolutions to eat healthier, exercise more, watch less television, spend more time outside, the possibilities are...

 

Friday, November 4, 2016

November is designated as National Long-Term Care Awareness Month. Instead of providing you with research and statistics about the potential need and cost of long-term care, I thought I would share my experiences with long-term care to...

 

Thursday, September 1, 2016

September has been deemed Life Insurance Awareness Month and, given the various questions we receive on life insurance, we thought we would conclude our informational series on life insurance by looking at ways to calculate your life...

 

Thursday, August 25, 2016

September has been deemed Life Insurance Awareness Month and as a prelude, given the various questions we receive on life insurance, we thought we would offer an informational series where we introduce the types of life insurance,...

 

Tuesday, August 16, 2016

September has been deemed Life Insurance Awareness Month and as a prelude, given the various questions we receive on life insurance, we thought we would offer an informational series where we introduce the types of life insurance,...

 

Monday, July 11, 2016

Whether you are a Baby Boomer, Millennial, Gen-Xer, or some other generation with a catchy title, it may be helpful to know how your retirement savings stack up to others in your age group. While this by no means takes into...

 

Tuesday, May 24, 2016

May 29th is 529 College Savings Day, a unified push by many states to increase awareness of the tax-advantaged college savings plans known as 529s, and boost interest and participation in their respective programs with various...