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Thursday, November 17, 2022

Too many people don’t realize that taking care of themselves physically can lead to more confident financial tomorrows.Planning for retirement should start in your early twenties, if not before. Why? Because you can develop good...

Thursday, November 10, 2022

Is it memory loss due to the aging process or the early onset of dementia? Initially, cognitive changes can be subtle and challenging to diagnose. As a result, it can be difficult to decide if a loved one is able to continue living...

Thursday, November 3, 2022

Tax planning can be more advantageous when done during the year and well in advance of year’s end. Opportunities may exist for you to minimize tax liability, which could leave more income for you and/or your family.Generally,...

Friday, October 28, 2022

With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is...

Wednesday, October 19, 2022

Shopping online saves you a trip to the store and gives you more time in your day, but sometimes shipping costs and prices have you spending more than you probably wanted to. Use these money saving tips to make online shopping cost and...

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Wednesday, October 12, 2022

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance that you'll need your assets to last...

Wednesday, October 5, 2022

If your 65th birthday is coming up—or if you're receiving Social Security Disability payments and are about to qualify for Medicare before age 65—you may be wondering exactly what comes next.1 Below, we discuss some...

Thursday, September 29, 2022

When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2...

Friday, September 23, 2022

Nine of every 10 U.S. families with children have at least one working parent.1 Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to...

Friday, September 16, 2022

The business landscape is continually changing—technological advances, corporate downsizing, restructuring, and telecommuting have reshaped the marketplace.­ Although these improvements and modifications have a great impact...

Friday, September 9, 2022

Today, like so many other women, you may be facing a new challenge while you’re still working full time. Your children are growing up just as your parents are slowing down and need assistance with daily activities. Although years...

Friday, September 2, 2022

Have you ever made a purchase that has thrown your monthly budget off-kilter? Or maybe you’ve put financial restrictions on yourself that push you away from spending on things that bring you joy. The phrase “treat...

Friday, August 19, 2022

Few U.S. high schools have comprehensive personal finance programs, which means that some teens enter adulthood without a deep base of knowledge on topics like investing, budgeting, and consumer debt. Even those who feel they're fairly...

Monday, August 15, 2022

As you progress along your career path, there's no telling how far you'll go. But to fully reap the financial rewards of all your hard work, you'll need to take charge of your own career. Here are a few issues you'll want to pay close...

Monday, August 8, 2022

Even before your children can count, they already know something about money: it's what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin...

Monday, August 1, 2022

Americans are budgeting more due to the pandemic. Knowing where your money is going and making sure you're adequately funding your future could be helpful to maintain your lifestyle for the decades that you may live. Whether you're a...

Monday, July 25, 2022

Younger adults face a variety of challenges in their pursuit of financial independence. Keep reading for five financial tips to help you manage your personal finances and prepare for your future.

Monday, July 18, 2022

Do you find yourself sandwiched between caregiving demands, career peaks, and looking ahead to your own retirement? Read the following strategies to help navigate through the sandwich generation phase.

Monday, July 11, 2022

In retirement, it is sometimes necessary to create new social connections and a new social network, especially if you relied on work for your socialization. Check out the benefits of social wellness that bring many retirees a happier life.

Monday, July 4, 2022

Every woman needs to balance her financial past with her financial future. Keep reading for tips on how women can help build financial independence.

Monday, June 6, 2022

America’s Founding Fathers created the foundation of a nation like no other. Each had goals and dreams, many with high expectations of what the United States of America could become. For today’s citizens, it may be possible...

Monday, June 6, 2022

When it comes to your retirement, there are three factors that you may want to take into account when planning for your retirement income needs.

Monday, June 6, 2022

The need for regular saving and investing spans many life stages. Through the years, your goals will change and your strategies will shift, but don’t be alarmed. You’re just progressing through the normal stages of life,...

Tuesday, May 31, 2022

Even though housing prices throughout much of the U.S. are at or near all-time highs, there are still many distinct financial advantages to owning a home.1 From tax benefits to capital gains exclusions and guaranteed rates of return,...

Tuesday, May 3, 2022

Tuesday, May 3, 2022

Tuesday, May 3, 2022

Tuesday, May 3, 2022

Monday, April 4, 2022

Monday, April 4, 2022

Monday, April 4, 2022

Monday, April 4, 2022

Monday, February 28, 2022

Monday, February 28, 2022

Monday, February 28, 2022

Monday, February 28, 2022

Monday, February 28, 2022

Friday, February 25, 2022

Friday, February 18, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Friday, February 11, 2022

But take a look at your investment policy statement before you do anything... How this January 2022 market turbulence affects you depends upon how old you are. For people in or near retirement, it is scary – yet there are ways to...

Monday, January 31, 2022

Monday, January 31, 2022

Thursday, January 6, 2022

Thursday, January 6, 2022

Thursday, January 6, 2022

Tuesday, December 21, 2021

Tuesday, December 21, 2021

Tuesday, November 23, 2021

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum...

Tuesday, November 23, 2021

Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now...

Thursday, November 11, 2021

November is a month to celebrate the sacrifice that many caregivers make to take care of loved ones during the most challenging periods of their lives. Being a caregiver sometimes leads to stress, over-exhaustion, and burn-out. So, for...

Thursday, November 11, 2021

You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top mistakes people make to screw up this...

Monday, November 1, 2021

Every Veteran is unique and requires personalized financial advice According to the most recent data from the U.S. Census, there are over 17 million Veterans in the United States and more than nine million of these Veterans are served...

Friday, October 22, 2021

The Budget and the Debt Ceiling: Federal Spending in the Crosshairs On September 30, 2021, Congress averted a potential federal government shutdown by passing a continuing resolution to provide funding for government operations through...

Friday, October 22, 2021

October is National Financial Planning Month Tips to help you find a financial professional and financial planning firm The financial professional and financial planning firm you pick to manage your assets and advise you on key...

Friday, October 22, 2021

New Bill Aims to Solve for the Retirement Plan Coverage Gap One in four Americans does not have any retirement savings. This situation may be due at least partly to not having access to an employer-sponsored retirement account.1 The...

Monday, September 20, 2021

When to Call Me Times to call your financial advisor Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a...