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Planning For Unexpected Costs Before You Retire
Your retirement planning needs to incorporate more than just investments Your open heart and your relatives can combine to threaten your retirement savings – savings you soon may need. Learn the true cost to your future...
Read MoreTips for Women Who Are Living in the Sandwich Generation
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood...
Read MoreWhy Fixed Annuities?
What is a fixed annuity?Fixed annuities are long-term savings vehicles used mostly for retirement or as a safe holding place for accumulated money. Interest rates are credited by the issuing life insurance company for a specified...
Read MoreHome Sweet Home: The Power of Your Homeowners Policy
If you’re like most homeowners, the importance of homeowners insurance is obvious. If your home is damaged as a result of fire, theft, lightning, heavy snow, or high winds, your homeowners policy would likely cover the cost of...
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5 Ways a Financial Professional Can Be Your Financial Planning Superhero
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Invest in Your Financial Education During Financial Literacy Month
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3 Moments in Life Where You Should Consider Consulting a Financial Professional
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3 Estate Planning Tips for Small Business Owners
For business owners, estate planning may seem like another task to do on a long to-do list. Having a solid estate and succession plan in place may be crucial to your business's long-term success. If you are incapable of making business...
Read MorePlan Your Financial Future as You Do Your Health
Just as your health changes over time, markets change even faster. Ever hear the phrase, “your financial health?” A good way to appreciate planning your financial future is to see it as akin to maintaining your physical...
Read MoreFive Keys to Authentic Retirement Happiness
The ability to enjoy our golden years is the same as the ability to be happy. People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The...
Read MoreAnother Perspective of Long Term Care
What do you think of when you hear the words long-term care (LTC)? If you are like most people, the first image that may come to mind is a bedridden, elderly individual who requires constant care, along with various medical treatments...
Read More3 Financial Moves to Consider Before Ringing in the New Year
Although you don't have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before...
Read MoreWomen Have Different Financial Planning Worries
Unique health and caregiving worries and an industry that doesn’t listen well Women have special concerns about financial security that financial professionals might need to address. For one thing, they tend to live longer than...
Read MoreYour 2021 Year-End Planning Checklist
It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...
Read MoreALL ABOUT FINANCIAL PLANNING
No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can...
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