Blog & Articles

Should You Purchase Term Insurance?

October 16, 2018

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?

October 11, 2018

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?

October 3, 2018

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? Are you still living in the same home and working at the same job as you did back then? Have…

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Including Digital Assets in Your Estate Plan

September 27, 2018

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

September 18, 2018

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as…

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Why Medicare Should Be Part of Your Retirement Planning

September 12, 2018

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?

September 6, 2018

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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Set Goals as you Save & Invest

August 29, 2018

Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you…

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