Monday, September 26, 2022
Seniors age 65 and over spend over four hours a day, on average, watching TV.8Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new...
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Monday, September 19, 2022
Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself.Sure, it can be difficult to...
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Monday, September 12, 2022
When markets fall, it’s easy to forget that downtrends are part of the investing cycle. So when prices slip, it's a good time to review some common terms that you may be hearing that describe today’s financial markets.The...
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Monday, September 5, 2022
With nearly 4 billion people on social media worldwide, plus the risks of using online brokerage and bank accounts, the need for digital security has never been higher.While tech is becoming more secure in response to threats, there...
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Monday, August 29, 2022
Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...
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Monday, August 22, 2022
Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...
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Monday, August 15, 2022
Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...
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Monday, August 8, 2022
For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your...
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Monday, August 1, 2022
Have you been let go at work? What happens to the money you have saved in your employee retirement plan?If you have been terminated by your employer, you have 4 choices when it comes to your retirement plan money:Cash it out (and lose...
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Monday, July 25, 2022
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger investors...
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Monday, July 18, 2022
You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...
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Monday, July 11, 2022
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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Wednesday, July 6, 2022
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
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Thursday, May 12, 2022
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger investors...
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Thursday, May 12, 2022
Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...
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Thursday, May 12, 2022
Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...
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