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Wednesday, September 13, 2023

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Wednesday, September 6, 2023

Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment...

Wednesday, August 23, 2023

Ensure your investments don’t overheat in this scorching stock market run Much of the United States and many parts around the world are grappling with a massive heat wave that is sending day-time temperatures to all-time records...

Wednesday, August 16, 2023

A call to action for Generation X to improve their retirement readiness For many members of Generation X, those born between 1965 and 1980, a comfortable retirement may feel like an increasingly distant dream. Despite being in their...

Wednesday, August 9, 2023

By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly...

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Wednesday, August 2, 2023

As we’ve just passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review.Just like a routine health checkup can ensure your physical health, a financial checkup can help...

Thursday, July 27, 2023

Retirement planning can take time and effort – but just as you wouldn't embark on the vacation of a lifetime without doing a bit of preliminary research, you also don't want to leap into retirement without a plan.

Wednesday, July 26, 2023

Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while providing a solid future for your employees. On top of all that, you will also...

Wednesday, July 19, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...

Wednesday, July 12, 2023

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're...

Wednesday, July 5, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Wednesday, June 21, 2023

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of...

Sunday, June 11, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A...

Wednesday, June 7, 2023

Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little...

Tuesday, May 23, 2023

When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for school, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and preserve more...

Monday, May 22, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.

Thursday, May 11, 2023

When market volatility takes investors on a wild ride, fear and panic are common responses to this stock market roller coaster. Acknowledging these emotions may be a good first step, but acting upon them could result in impulsive,...

Monday, May 1, 2023

What is it?Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals: retiring comfortably, paying for your...

Wednesday, April 19, 2023

As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take...

Sunday, April 16, 2023

Check List: Keep Calm and (Financially) Plan On: Navigating Money Stress with a Financial Professional

Saturday, April 15, 2023

In the midst of inflation, war, and stock market volatility, it may be tough to maintain a level head. What might a financial professional do to help you navigate money stress?

Friday, April 14, 2023

The aggressive interest rate hikes have had a mixed impact on the economy. On the positive side, inflation has somewhat moderated, as the rate hikes have helped to reduce demand-side pressures.

Sunday, April 9, 2023

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Tuesday, April 4, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the...

Thursday, March 23, 2023

You may have heard about the recent failures of Silicon Valley Bank and Signature Bank. These two events highlight the importance of diversifying your cash holdings and exploring bank alternatives.

Tuesday, March 7, 2023

WHAT TO KNOW ABOUT THE SECURE ACT 2.0 With the signing of the Omnibus Appropriations package into law, both employees and employers can take advantage of more than 90 new provisions aimed at creating opportunities to create or...

Wednesday, March 1, 2023

Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions inclu

Monday, February 27, 2023

Deciding which one comes first so you know where to focus your efforts. When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts.

Friday, February 17, 2023

3 U.S. Presidents Who Still Influence Your Retirement Planning Today

Monday, February 13, 2023

Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior – far from the hopes and plans of the benefactor.

Thursday, February 9, 2023

While you never know your needs as you age, the first step is thinking about your financial situation and health today so you can plan for your later years. With a one in four chance of making it to our 90th birthday, being independent...

Wednesday, February 1, 2023

If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be impacted b