In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like “annuities” and “pensions” are up…
Will Your Nest Egg Withstand Inflation and Market Volatility?
It’s no secret that inflation is on the rise, impacting millions of Americans. Mix that in with on-again off-again tariffs, and it’s a good time to assess if your accumulated…
It’s Financial Literacy Month. How Much Do You Know About Retirement Accounts?
April is often known for spring cleaning, Easter, and Passover, but it’s also Financial Literacy Month. At its core, financial literacy refers to understanding and effectively being able to use…
Do You Know the Connection Between Income and Medicare Costs?
As you near retirement you’re probably focused on making sure you have enough income to enjoy the years ahead. While enjoying what you’ve worked hard to build should be a…
An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have with your finances supports your…
Start 2025 Strong with These 5 Financial Wellness Tips!
The new year is here, which means a fresh start to be the best, healthiest version of yourself, but don't limit that to just physical health. Make 2025 the year…
It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on your financial health, it’s important…
As 2024 draws to a close, it’s an ideal time to evaluate your financial strategies and take advantage of year-end tax planning opportunities. As we head into the holiday…
Estate Planning Awareness Month: Prepare for Your Family’s Future
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance of organizing your affairs for the benefit of your loved ones. As we approach 2025,…
Understanding Life Insurance: 7 Things You Should Know
Life insurance is an important part of a comprehensive financial plan. Here are 7 things you should know about it. At its simplest, you probably already know that life insurance…
It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as possible. Most Americans would do…
Personal Finance: The Importance of Starting Early
Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
Annuity Sales Are Surging. Do You Know What They Are?
We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were…
Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement can be scary. We know…
Saving for retirement is important, but it’s also crucial to stay informed! Now that it’s Financial Literacy Month, we thought it would be the perfect time to discuss some things…
5 Reasons Financial Planning is Important for Women
It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and socially over even the past…
Money can be a major obstacle for couples. Here are a few ways to overcome it. Do you remember when you first met your partner? So many things about them…
5 Things You Should Know if You’re Retiring in 2024
Heads up! If you plan to retire this year, you should know these five things. Are you planning to enter the most exciting phase of your life in 2024? A…
October is National Estate Planning Awareness Month! Here’s how the right plan can help you protect your family. Estate planning is only for the extremely wealthy. I don’t have enough…
6 Key Features of Indexed Universal Life Insurance
Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know! Traditionally, life insurance has been one…
What Financial Flexibility Can Offer at Each Stage of Life
What does financial flexibility mean to you? It could give you the opportunity to pursue personal goals and milestones while shouldering less of a financial burden. Our goal is to…
It can be difficult to know when you’re ready to retire, but checking these seven boxes may be a sign that the time is coming. Preparing yourself for retirement…
Investing Alternatives During Periods of Market Volatility
During periods of market volatility, investors may look to alternative vehicles. Here are some options to consider. 2022 was a difficult year for investors, with all three major market…
While so many people dream of their special day, it’s worth asking the question: Is it worth the price? Love conquers all, right? It’s a nice thought, but as the…
No matter which phase of life you’re in, you might be looking for ways to trim your tax bill. Here are some strategies to consider! Nothing is certain but death…
Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it. So, you’ve…
6 Ways to Protect Yourself From Financial Downturn
Though the United States may avoid a full-fledged recession, it’s undoubtedly a difficult time to be a consumer. Here are some ways to protect yourself. The fear of a recession…
Inflation can be troubling, especially for those living on a fixed income. Here’s what you need to consider. Exiting the work force and beginning the next chapter of your life…