Strategies to consider when planning for your taxes
As we begin the new year and get closer to tax day in April, many of us are thinking more … Continued
My Money – Planning Retirement
What Are Social Security Survivor Benefits?
When it comes to planning for death or the passing of a loved one, there are common things we do … Continued
Pros and Cons of Borrowing From Your 401k
If you’re finding credit hard to get or you don’t have as much equity in your home these days, taking … Continued
Is Retirement Income Taxable?
Nobody wants to pay more in income taxes than they have to, and that’s certainly the case when you retire. … Continued
Leaving Your Job? Don’t Leave Your 401(k)
If you’re getting ready to leave a job, you might be considering cashing out your 401(k) retirement plan. But in … Continued
What to Do in Retirement?
You’ve worked hard and planned for this day — retirement. Now what? What can you do in retirement? There are … Continued
Financial Tips When You Hit Your 60s
Life is tough when everything seems to fall apart. A divorce, a death, a job that was a sure thing … Continued
A Guide to Retirement
Have you put off planning for retirement? You’re not alone. According the U.S. Department of Labor, the best way to … Continued
Deciding Where You Should Live in Retirement [Video]
Deciding when to retire is an important decision for every person, and there’s no single answer that is right for … Continued
Types of Senior Living Options
As parents get older, families are often faced with finding new living arrangements. Whether it’s to be closer to grown … Continued
How Working Past 65 Changes Financial Planning
A 2018 Gallup poll showed 41% of Americans won’t retire until after age 65. This is nearly double the 21% … Continued
How to Choose a Mutual Fund
Some investors like picking stocks and investing in specific companies. There’s nothing wrong with that. But investing in mutual funds … Continued
It’s Time to Talk About Health Care Costs [Infographic]
America’s workers are “terrified” of health care costs in retirement but too few are doing anything about those concerns, according … Continued
Long-Term Care Facts & Statistics [Infographic]
Planning ahead for the likelihood of needing long-term care can provide a feeling of financial security about your retirement years. Click … Continued
Life Insurance Income Replacement [Infographic]
A sound financial plan should include an appropriate amount of life insurance. Protect your loved ones by making sure your life insurance plan can replace the income your family needs to maintain its standard of living.