There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16, 2022. While the $430 billion package includes many provisions, this article…
RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…
ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…