Blog & Articles

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: equity investments are risky things, and Wall Street is a risky place. All true. If you want to accumulate significant…

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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.…

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Avoid These Long-Term Care Planning Mistakes

Think long-term care isn’t an important retirement risk to consider? You may want to think again. Research suggests that most retirees will eventually deal with…

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Getting Your Personal Finances in Shape for 2019

You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments. You could work on your emergency…

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Does Your Estate Plan Address End-of-Life Needs?

You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your loved ones determine how you want your legacy and assets distributed. Your estate plan could simply involve a will, or…

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Life Insurance FAQ: Tips for First-Time Buyers

Making your first life insurance purchase? That could be a wise decision. No one likes thinking about death, but it’s a risk everyone must face. Granted, if you’re young and healthy, death may not be likely, but it’s still a possibility. If you do pass…

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