Learning Center
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...
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...
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,...
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....
Long-Term Care: 4 Ways to Cover a Major Retirement Expense
It may not be pleasant to think about moving to an assisted living facility or requiring in-home care and support. However, that’s the situation many retirees will find themselves in, according to the U.S. Department of Health and Human Services. The...
4 Tips to Boost Your Retirement Savings
Remember when retirement seemed so far away that it would never arrive? Now you’re in your 50s, and retirement is right around the corner. Time flies when you’re raising a family and building a career. While the prospect of retiring may feel daunting, you...
Do Empty Nesters Need Life Insurance?
The big day is finally here. Your youngest child has packed up and moved out of the family home. You and your spouse are officially empty nesters. While your children have no doubt been an important and rewarding part of your life, it’s OK to feel a little...
Did You Know Medicare Doesn’t Cover These 3 Expenses?
One of the biggest milestones for many retirees is transitioning from employer-sponsored health care coverage to Medicare. For decades, you have probably paid into the Medicare system. When you turn 65 and when you file for Social Security, you are finally...
2 Questions to Ask Yourself Before Executing a Roth Conversion
If you’re like many workers, you use an individual retirement account (IRA) as a retirement savings vehicle. There are more than 25 million IRAs in the United States, and they hold an aggregate balance of more than $2.4 trillion. The average balance is...