Blog
Volatility on Valentine’s Day: How Couples Can Overcome Disagreements About Investment Risk
Valentine’s Day is supposed to be a day for romance and reconnection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax...
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Answers to Your Questions About Buying Life Insurance
Thinking about buying life insurance? That could be a smart decision, especially if you’ve recently had a major life change. Many people buy life insurance when they get married, have children or even purchase a home. Perhaps you recently launched a new business or...
read more5 Times When You Should Review Your Life Insurance Coverage
Life can change quickly. When it does change, it’s helpful to review your financial strategy and make sure it still aligns with your needs and goals. Of course, life can also be hectic, so it’s easy to forget to review investment accounts, retirement plans and...
read moreCharitable Giving: Do You Have a Strategy?
The holiday season is here. For many Americans, that means it’s time to give to charity. A recent study found that 63 percent of all Americans donate to charity in the final two weeks of the year. Most of those donations go to churches, poverty-related organizations...
read more3 Retirement Planning Gifts to Give Yourself This Holiday Season
The holidays are here again. It’s that time of year to shop for gifts, plan parties and spend time with family and friends. If you’re like most people, you’re busy trying to find the perfect gift for your spouse, children, parents or other loved ones. But have you...
read moreHow Will Probate Impact Your Heirs?
An estate plan is an important part of any financial strategy, as it can protect your heirs and assets from a number of significant threats. Your estate plan addresses your assets and how they should be distributed after you pass away. You can also use it to minimize...
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Will Rising Interest Rates Affect Your Retirement?
Interest rates are on the rise again. After keeping them at or near zero for close to a decade, the Fed has decided to start raising rates. The Federal Open Market Committee has raised the federal funds rate three times this year, with the most recent increase taking...
read moreHow Will Health Care Costs Impact Your Retirement?
What will be your biggest costs in retirement? Housing? Travel? Food? Taxes? You may spend a substantial amount on all of those items, but there’s one expense category that could be even bigger. It’s health care. You might assume that Medicare will cover most or all...
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3 Ways a Deferred Annuity Can Benefit Your Retirement
If you’re currently planning for your upcoming retirement, you’re probably aware of some of the financial challenges you may face. Many retirees are concerned about whether they’ll have enough income to live comfortably in retirement and whether that income will last...
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