Blog & Articles

When You Retire Without Enough

December 5, 2018

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?

December 4, 2018

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?

November 28, 2018

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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Avoid These Long-Term Care Planning Mistakes

November 20, 2018

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

November 14, 2018

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…

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

November 6, 2018

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

November 1, 2018

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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Retirement: Why It Could Happen Sooner Than You Think

October 24, 2018

For many people, early retirement is the ultimate financial goal. Early retirement gives you the opportunity to enjoy your free time while you’re still young and healthy. You may be able to do things in life that wouldn’t have been possible if you’d waited to…

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