Are Annuity Misconceptions Hurting Your Retirement?
When you think about retirement income, Social Security might be the first thing that comes to mind. But many pre-retirees are realizing that Social Security was never designed to replace [...]
Annuity Awareness Month: Helping Bridge the Social Security Gap
June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also [...]
Values-Based Investing: From Trend to Strategic Alignment
You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, [...]
Celebrating 529 Day: A Look at Education Savings
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 [...]
Disability Insurance: Widening Your Family’s Safety Net
Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, [...]
Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent [...]
Champion Your Health: Empowering Older Americans
Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In [...]
Becoming Your Family’s Historian
Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone who loves history [...]
Horsepower vs Speed: Understanding Risk Capacity and Risk Tolerance
Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The [...]
Components of Long-Term Tax Strategy
Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you [...]
Trump Accounts: Building Wealth for the Next Generation
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher [...]
Debt, Credit, and Honoring the Favor
What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But you might view “credit” differently. [...]