Blog & Articles

Retirement: Why It Could Happen Sooner Than You Think

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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Should You Purchase Term Insurance?

Risk is a natural part of life. Unexpected events that threaten your financial stability happen all the time. Some are small, like a car repair. Others may be more serious. For example, you could suffer a serious injury or illness that limits your ability to…

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Early or Late: When Should You File for Social Security?

If you’re approaching retirement, it’s likely that you’ll have to make a decision about filing for Social Security at some point. Social Security provides income to more than 45 million retirees and their dependents. In fact, 90 percent of those age 65 and older rely…

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Do You Know Who Your Beneficiaries Are?

Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy?…

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Including Digital Assets in Your Estate Plan

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets might seem like a lesser…

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Managing Money Well as a Couple

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is usually…

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Why Medicare Should Be Part of Your Retirement Planning

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options and their costs and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts A and…

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Should Couples Combine Their Finances?

Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money matters? If you feel it will be best to handle your…

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