Blog & Articles

Why Do You Need a Will?

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so writing a…

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Adopt a New Financial Mindset in 2019

Are you worried about saving for retirement? You’re not alone. According to a recent study from Gallup, retirement is America’s top financial worry. Nearly 60 percent of Americans are worried that they won’t have enough money to retire comfortably.1 However, a study from Wells Fargo…

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3 Steps You Can Take to Boost Your Retirement Plan in 2019

Holiday season is here again. The new year is almost upon us, and 2018 will soon be in the rear-view mirror. You’re probably busy right now looking for the perfect gifts for your friends and loved ones. However, you also may want to take some…

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Minimizing Probate When Setting Up Your Estate

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court…

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Investing Means Tolerating Some Risk

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike:…

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When You Retire Without Enough

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal. If you have $1 million in invested assets when you…

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Is Generation X Preparing Adequately for Retirement?

If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents; within the next 10-15 years, you will probably be thinking about how…

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How Much Will Social Security Contribute to Your Retirement?

Trying to plan your retirement income? Social Security will likely play a large role. It’s been a valuable resource for retirees for almost 80 years. Nearly 90 percent of all Americans age 65 and older receive Social Security benefits. That’s almost 46 million retirees and…

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