Schedule Your Complimentary Review
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
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
6 Common Retirement Questions For Educators How to Prepare For Retirement Introduction In today’s uncertain economy and volatile markets, the retirement dream can seem elusive. Many Americans are worried about whether they can afford to retire and how to ensure that their savings last as long as needed. Many retirees and pre-retirees in the […]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
6 Important Financial Strategies For Your 20’s and 30’s Personal Finance & Investing For Generations X and Y Introduction 20 and 30-somethings have very different personal finance and investing priorities than their parents. Instead of worrying about Social Security benefits and catch-up IRA contributions, you might be worrying about digging yourself out of student […]Continue reading
Is College Worth It? Understanding the Costs & Benefits of College Introduction The decision about whether or not to attend college is a serious one with lifelong implications. Changes in the U.S. economy, a decade of lost growth, and a revolution in technology are challenging attitudes about a traditional college education. While college used […]Continue reading
