4 Signs It’s Time to Review Your Life Insurance Coverage

Life insurance. It may not be the most fun topic to think about. After all, it’s a product put to use after you pass away. There’s nothing pleasant about thinking about one’s own demise. It’s a wise idea to regularly review your life insurance to make sure it meets your needs. However, for many people,… read more

Retirement Relocation: How to Find Your Ideal Destination

While relocation may bring a buzz of excitement to your planning, it can also generate some big questions. The biggest may be how you choose the right place to become your new home. Some retirees know exactly where they want to move, but for many others it’s a bit of an open-ended question. Also, if… read more

3 Retirement Income Planning Tips for the Late Starter

It’s easy to fall behind on retirement income savings. There are so many other responsibilities you face in life, from owning a home to paying off debt to raising children. Many people choose to put retirement on the back burner while they address more pressing financial obligations. Did you get a late start on retirement… read more

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