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Wednesday, May 4, 2022

You have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing your retirement budget, plan for these hurdles so you can be prepared no matter what comes your way in

Wednesday, April 20, 2022

You might have heard some buzz about refinancing your home, but what exactly is refinancing? And, how do you know if refinancing your home is right for you?

Wednesday, April 6, 2022

Medicare is a complicated topic. We'll help you understand what Medicare covers and who is eligible for it so you can worry less about your health coverage.

Wednesday, March 16, 2022

You’ve decided to buy your first home. That’s great! With this decision comes an investment opportunity, more responsibility and a chance to make a home.

Wednesday, March 2, 2022

Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in control!

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Wednesday, February 16, 2022

Understanding an insurance policy can feel like a big undertaking if you don’t have much experience with them. Save yourself time and frustration and learn how to better understand your future insurance policies.

Wednesday, February 2, 2022

As you and your loved ones get older, it could be time to start considering how you'll pay for long-term care. Paying for long-term insurance is one option, but your life insurance policy could help you pay for needed long-term care.

Wednesday, January 19, 2022

Feel like your finances have more control over you than you have over them? There are ways to take back control of your spending and regain control of your finances.

Wednesday, January 5, 2022

Having an emergency fund could save the day, but you may be questioning how much to save, when you should save more and how you should spend these funds. You're not alone in asking these questions!

Wednesday, December 15, 2021

If you want to maximize your tax savings through charitable giving, it's important to know which type of giving may translate into tax savings.

Wednesday, December 1, 2021

Tax planning is more than completing and filing your state and federal taxes. Year-end tax planning means going over potential tax deductions that you may have missed during the year!

Wednesday, November 17, 2021

Updating your beneficiaries listed throughout your estate plan can help ensure no one loses out on assets due to a small oversight.

Wednesday, November 3, 2021

If you have a retirement account set up and you're making regular contributions, that's great! There may come a time when you need to move these retirement savings from one account to another, and there are rules that come with this.

Friday, October 15, 2021

You may not know the difference between a will and a trust. As you're estate planning, you should know your options and the proper tools to achieve your asset distribution goals.

Wednesday, October 6, 2021

At some point in their lives, most people will need some long-term care whether that's at an assisted living community or at-home medical care. When preparing for this future, it can be hard to know where to start.

Wednesday, September 22, 2021

Leave a Lasting LegacyUse Your Life Insurance to Help You’ve worked hard your whole life to create a legacy you are proud of. But your legacy doesn’t have to stop when you pass on. There are ways for your legacy to live on...

Wednesday, September 8, 2021

Feel like your finances have more control over you than you have over them? Explore these strategies to work towards a more financially stable future.

Wednesday, August 18, 2021

Your next loan could have more favorable terms. In a world that's moving away from cash and becoming more dependent on credit, you've likely heard financial institutions talk about the importance of credit scores. Whether it was in...

Wednesday, August 4, 2021

The Roth IRA’s Secret Tax Benefits That Everyone Should Know!

Wednesday, July 21, 2021

What is Socially Responsible Investing? Consider looking into their ethics and what these companies are doing for their community before deciding to invest.

Wednesday, July 7, 2021

Being financially healthy looks different for everyone and every life stage. Use these strategies to get started on your way to financial wellness!

Wednesday, June 23, 2021

How Much Are You Contributing to Your Retirement? Max out your contribution limits. Do you know what the contribution limits are for your specific type of retirement account? Knowing these limits will help you make the maximum...

Wednesday, June 9, 2021

Start Creating Your Succession Plan And get your business ready for your retirement. You’ve worked for years building your business, hiring your employees, keeping up relationships with customers and running your company. But...

Wednesday, May 26, 2021

6 Tips for Paying Off College Debt Get ahead of paying off your student loans. For many, student loans are a necessary debt—a means of paying for college and earning a degree that could potentially put life-changing career...

Wednesday, May 12, 2021

Which Education Savings Account is Right for You? Familiarize yourself with the most common education saving plans. When you’re ready to start thinking about saving for your kids’ college funds, it’s time to learn...

Wednesday, April 21, 2021

Keep Your Estate Plan In Order Is your estate plan still up to date? There's no time like the present to revisit your latest draft. Even if you're retired and have created a plan for your estate and assets, it’s still a good...

Wednesday, April 7, 2021

Reduce Your Credit Card Debt Credit card debt doesn't have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually...

Wednesday, March 24, 2021

Smart Saving Tips During Retirement You’ve likely spent much of your life working and saving to ensure a financially sound future. But even in retirement, you still need to be conscientious of your money and keeping up your good...

Wednesday, March 10, 2021

Don't Fall for These Common Budgeting Myths You’ve almost made it. You’ve worked, planned, invested, and saved for years to get to your retirement. And now that you’re almost there, it can be so tempting to forget...

Wednesday, February 24, 2021

Retirement Tax Strategies that Work for You Taxes are a certainty of life, but that doesn’t mean you can’t find ways to reduce what you owe to the government, especially once you retire. Consider these strategies (both...

Wednesday, February 10, 2021

Married? Should You File Jointly or Separately Some big changes come with getting married, and that includes your taxes. For the first time, you have the option to file jointly or separately. How romantic!While the IRS recommends that...

Wednesday, January 27, 2021

7 Retirement Mistakesto Avoid in 2021 Planning ahead and keeping a close eye on your finances are two of the most important ways you can ensure you get to enjoy your retirement and get the most out of your golden years. As we begin...

Wednesday, January 13, 2021

It's 2021: Time to Check Your Tax BracketWill your tax bracket change in 2021? Each year the tax rate schedules are adjusted for inflation. That could result in your income being subject to a higher or lower tax rate in the new year....