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Is Your Small Business Exposed to Major Risk?

Is Your Small Business Exposed to Major Risk?

According to a recent survey from Policygenius, only 32% of Americans own life insurance.1 Life insurance provides financial protection, especially for those with children or other dependents. Life insurance provides a tax-free lump sum benefit that can be used to...

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Is This Critical Piece Missing from Your Estate Plan?

Is This Critical Piece Missing from Your Estate Plan?

What’s your plan for your estate after you pass away? Do you have a will or trust? Have you discussed your goals with your children or other heirs? Or do you lack any estate planning documents? If you haven’t yet planned your estate, you’re not alone. Nearly 60...

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Can You Rely on Social Security to Fund Your Retirement?

Can You Rely on Social Security to Fund Your Retirement?

Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More than 90% of Americans age 65 and older receive Social Security benefits. In fact, for 48% of married elderly...

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Retirement Saving at 50: Tips if You’re Just Getting Started

Retirement Saving at 50: Tips if You’re Just Getting Started

Are you 50 and just now starting to save for retirement? Worried that your retirement may not be exactly like you planned? You’re not alone. According to a study from Gallup, retirement is America’s top financial concern. More than 50 percent of Americans are worried...

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Do Kids Need Life Insurance?

Do Kids Need Life Insurance?

It’s that time of year again. Time to hit the stores for back-to-school deals. If you have kids in school, you probably have a long list of colored pencils, notebooks, markers and other supplies. Perhaps you need to get your kids shoes, a new backpack and even new...

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3 Affordable Tropical Locations for Your Retirement

3 Affordable Tropical Locations for Your Retirement

Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll have the...

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Late on Retirement Planning?

Late on Retirement Planning?

Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new freedom. You have...

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College Planning vs. Retirement Planning

College Planning vs. Retirement Planning

Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or sending them to kindergarten. The next thing you know, they’re preparing for college. Blink and you might miss it. If your child is in...

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How to Find Hidden Assets in Your Strategy

How to Find Hidden Assets in Your Strategy

Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or other prizes. As an adult, you may be too old to participate in a...

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