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Monday, April 8, 2024

Fixed-income investing means you loan money to a company, municipality, or the government. In return for the money contributed, they issue a bond, kind of like an IOU.

Monday, April 1, 2024

As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be impacted by working is essential. Here's what to consider before making your decision.

Monday, March 25, 2024

A Medicare Advantage Plan, also known as “MA Plan” or “Part C,” is an approved Medicare plan that private companies offer. Unlike Original Medicare, where the government pays for Medicare benefits when you...

Monday, March 18, 2024

Parenthood is full of highs and lows. If you have children, you probably know firsthand what it feels like to be in debt. Because you know how debt feels and you love your children, you probably want to step in and relieve them of...

Monday, March 11, 2024

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money...

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Monday, March 4, 2024

Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to...

Monday, February 26, 2024

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2024. How much can you save in an IRA? The maximum amount you can contribute to a traditional IRA or a...

Monday, February 19, 2024

Empower individuals to make informed decisions about their coverage In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans,...

Monday, February 12, 2024

A necessity that underpins stability and growth for your business and you Financial planning is a critical element for the success of any private business owner. It provides a roadmap for working toward both short-term and long-term...

Monday, February 5, 2024

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

Monday, January 29, 2024

Different deadline, inflation adjustments, tax credits, brackets and more April 18 tax deadline –The due date is April 18, instead of April 15, because of the Emancipation Day holiday in the District of Columbia. 2023 tax...

Monday, January 22, 2024

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet,...

Monday, January 15, 2024

The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement. There are plenty of...

Monday, January 8, 2024

The hardest part about coming up with a fitness goal is following through with it. Here’s a few ways to make sure you don’t give up so easily on your ambitions. Take progress pictures Sometimes it’s easy to feel like...

Wednesday, January 3, 2024

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Not sure where to get started? Here are a few business resolutions...

Monday, December 25, 2023

Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas where reviewing may...

Friday, December 15, 2023

The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress. From buying...

Tuesday, December 12, 2023

Clearing snow from driveways and walkways is an inevitable winter chore in many parts of the country. While snow removal can be aggravating, it is also physically demanding work that can lead to injury. Common shoveling-related...

Monday, December 4, 2023

You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top mistakes people make to screw up this...

Friday, November 24, 2023

Year-End Donations: things to consider as you think about year-end charitable contributions on #GivingTuesday.

Thursday, November 16, 2023

Year-End Wealth Planning Guide: Four critical areas to consider when reviewing what may impact your wealth and estate planning for next year.

Thursday, November 9, 2023

Investing your money is a great way to prepare for retirement and help your financial goals. While there is always some degree of risk when investing any funds, some investment opportunities are actually scams.

Thursday, November 2, 2023

If you have reached or are close to full retirement age, weighing if and when to retire may feel overwhelming. To better equip yourself for your retirement years, pose the following questions to yourself and seek realistic answers.

Monday, October 23, 2023

Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial problems or worries may impact your mental wellbeing, especially if...

Monday, October 16, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans. Below, we discuss key...

Monday, October 9, 2023

Retirement is not what you retire from, but what you retire to When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality. Baby boomers, currently in their 50s and 60s,...

Monday, October 2, 2023

If you or a loved one are approaching the point of needing elder care, you may be wondering what your options are. What level of care is right for your situation? How will you pay for care? What will happen when you need a more...

Monday, September 25, 2023

Retirement is an exciting time. You have worked hard all of your life and now get to take advantage of the fruits of that hard labor. While retirement is the perfect time to tackle to-do lists and all of the things you have always...

Monday, September 18, 2023

Your life insurance needs will depend on a number of factors, including whether you're married, the size of your family, the nature of your financial obligations, your career stage, and your goals. Life insurance is not guaranteed by...

Monday, September 11, 2023

Planning financially for retirement can help you age with confidence Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to...

Monday, September 4, 2023

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities...

Monday, August 28, 2023

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...

Monday, August 21, 2023

Summer is the perfect season to get outside and enjoy the sunshine, warm weather, fresh air, and a wide range of outdoor activities. Whether you are the type of person who likes to relax and enjoy sunny days or likes more fast-paced...

Monday, August 14, 2023

Because inflation could reduce your purchasing power over time, you'll probably need to contribute more to your retirement plan than you think. What seems like a healthy amount now is likely to feel smaller and smaller over time. All...

Tuesday, August 8, 2023

Ah, vacation! It’s a time to let loose, have fun, and leave your worries behind. But you don’t want to be too footloose and fancy-free during your jaunt, lest it cause financial headaches when you return home. Follow these...

Tuesday, August 1, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask: How do I invest money, and where? How much money will I need? What are some common strategies for someone that has...

Thursday, June 22, 2023

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment.

Thursday, June 22, 2023

The cost of long-term care can vary widely based on location (city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this care is vital.

Thursday, June 22, 2023

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. Understanding the value of 401(k) rollovers is essential to preserving a confident financial future.