3 Risks That Could Sink Your Retirement

According to a recent Gallup poll, 64 percent of Americans say they are concerned about having enough money in retirement. That makes retirement America’s number one financial concern for the 15th year in a row. In fact, it’s been the top concern every year since Gallup started conducting the study.1 Many Americans assume that the… read more

When to Review Life Insurance: 5 Big Life Changes

Life can change quickly. You can switch jobs or careers. You might get married or start a family. You may even start a business, or take over care for a parent or other loved one. When these life events happen, they may also impact your vulnerability to risk, and they may signal a need to… read more

Support Your Boomerang Child & Your Retirement

According to American Consumer Credit Counseling, one-third of all American households provide some form of financial support to adult children.1 That support may be the parents paying the child’s bills, or the parents may simply give their children cash. For many baby boomers, the years just before retirement represent their best opportunity to save for… read more

Should You Put Retirement Savings on the Back Burner?

According to a recent study by Gallup, 64 percent of Americans say they are worried about having enough money for retirement. That makes retirement the country’s number one concern for the 16th consecutive year. In fact, retirement has been the top financial concern for Americans every year since Gallup started conducting the study.1 There’s good… read more

4 Tips to Boost Your Retirement Savings in Your 50s

While the prospect of retiring may feel daunting, you may find that your 50s is actually the perfect opportunity to finally tackle those big financial goals. Your kids may be out of the house or close. You are likely earning more than you ever have before. With some discipline and planning, you can use this… read more

Saving for Retirement: 3 Important Decisions About Benefits

It’s a new year, and for many workers, that means it is benefit enrollment season. Even if you don’t need to enroll in new benefits with your employer, it is a great time to review your current benefits and see if any changes are necessary. Unsure which changes you need to make? Choosing the right… read more

Is Your Legacy Protected From Probate?

You’ve worked hard your entire life to build your legacy. You may have built a successful career or launched and grown your own business. You may have raised children and are now even enjoying a new generation of grandchildren. And along the way, you have probably accumulated a significant number of assets. While it may… read more

3 Long-Term Care Myths That Could Sink Your Retirement

One of the most enjoyable aspects of retirement planning is thinking about all of the fun things you will do after you stop working. Retirement is a time for being with family, relaxation, travel, and even taking up new hobbies and pursuits. However, there are also substantial challenges in retirement that require disciplined planning. One… read more

3 Benefits to Using Life Insurance as a College Savings Vehicle

As a parent, you only want the best for your child. You want them to be happy and to have fun. You’d like for them to have strong friendships and a full social life. And you likely want them to get a great education so they can have a successful, fulfilling career. Unfortunately, the high… read more

Retirement Is Near and You’re Not Ready. Now What?

If you’re like many Americans, you’ve long dreamed about the day you get to leave work behind and start living life on your terms. Retirement is the ultimate financial goal for many workers. You finally get to set your own schedule and your own priorities. As joyous as retirement may be, it can also present… read more