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…
How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”…
How Big Events Like Ukraine Can Impact Your Retirement
World events can impact your retirement, but you can be prepared! The past few years have shown us that big world events can impact our lives at any moment.…
Individual income tax returns for 2021 will be due April 18th, 2022. In preparation as we head into the tax season, here are some facts to consider. Where your…
Things you can do for your financial future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an…
New “Sacred Trust” Bill Promises Big Changes to Social Security
A long-awaited bill promises to bring significant retirement benefits to millions of Americans in the public sector. Social Security 2100: A Sacred Trust, introduced by U.S. Congressman John Larson, would…
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four…
September is “Life Insurance Awareness Month.” Is your family using life insurance in the right ways as part of your comprehensive financial plan? Here are five reasons you should consider…
While it’s true that each person is unique and every financial plan should be customized according to their situation, it is generally accepted that people should start saving for retirement…
Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
Some potential benefits of the Securing a Strong Retirement Act. Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the…
Spring is here! Time to get your finances in shipshape condition. Here are five ideas to get you started. Check your credit reports. While you’re reviewing your expenses and…
RMDs, or Required Minimum Distributions, are withdrawals that are required by the IRS each year out of your traditional retirement accounts like 401(k)s and IRAs starting at age 72. The…
Did You Know You Can Fund a Roth IRA Account for Your Non-working Spouse?
As long as one of you has taxable compensation, you may be able to fund a Roth IRA for yourself and/or for your spouse. Most people know that in order…