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The New Year marks the opportunity for a new beginning. It’s a time to reflect, refresh, and recommit. A great way to start may be with solid financial resolutions that can help you reach your goals. You can start by making a list, but the key is creating actionable steps and sticking to them. Below […]Continue reading
As we set our eyes on the new year, it’s an ideal time to sit down and review your financial strategy. Take a few moments to review some of these deadlines and take advantage of the opportunity to grow your wealth and better position yourself: Revisit your 401(k) contributions. You have until December 31 […]Continue reading
Many of us get so caught up in the holiday madness that we toss our budget aside and fall into what seems to be a never-ending spending cycle. Last year’s report shows about 51% of Americans overspent their budget on holiday gifts and 28% are still paying off holiday debt from the previous year.1 You […]Continue reading
Oftentimes we tend to be unrealistic when it comes to planning how much we can achieve and how long it will take, especially when it comes to setting money goals. A general rule to reaching your financial goals is to establish a plan that prioritizes your goals by timeframes: short-term, mid-term, and long-term. Classifying your […]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
If you’re like most people, you don’t like the thought that you might need long-term care (LTC) at some point in your life. Today, there’s a 70% chance that you’ll be needing some type of LTC service when you turn age 65.1 However, LTC is not just about you, it’s also about your family. Long-term […]Continue reading
Estate planning is something that’s never easy to do or even to begin thinking about for that matter. But it can help give you comfort knowing your estate and loved ones are protected after your death. Avoid missteps and get your affairs in order with these important documents: Last will and testament – states how […]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
