Schedule Your Complimentary Review
The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as an effort to reshape and modernize our country’s retirement system. With most of its provisions effective this year, here are some […]Continue reading
We can all almost say money is always on our minds…how much do I have in my account? Am I able to afford that? Do I simply enough? Being aware of your financial health is important. Studies reveal Americans could be saving more with 65% save little or nothing at all, and half could end […]Continue reading
Nearly 50 percent of Americans aren’t prepared for retirement.1 However, there’s still time to catch up. Here’s some insight on how you can better position yourself for securing a happy retirement: Pay off large debts. By focusing on paying off debts such as mortgage, it will increase your savings ability and put you at […]Continue reading
We all have financial responsibilities that can become a balancing act. Some that are significant to us while others aren’t. With competing financial obligations, there never seems to be enough money to go around and retirement becomes the least of our worries. A recent survey reveals 64% of Americans aren’t prepared for retirement and 48% […]Continue reading
Today, Americans 65 and older are more likely to be working than in 1985. More than 20% are working part- or full-time, and the numbers are projected to continue climbing, according to a recent study.1 Reasons for working longer? There may be a whole spectrum of reasons, but most of it comes down to rising […]Continue reading
When it comes to retirement, both men and women face many risks. However, women are faced with greater financial obstacles: Living longer. It’s a known fact that women enjoy a longer lifespan than their male counterparts. As a matter of fact, they’re outliving men by an average of four years.1 This longevity risk requires […]Continue reading
Today, women are providing more financial value to their household than ever before. Studies show 51% of women are responsible for household finances while 37% reported to be the primary breadwinner of their family (compared to 31% in a 2013 study).1 Whether you are single, married, working, or a stay-at-home mom, if you have people […]Continue reading
