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The magic of organizing your finances

Whether it’s cleaning out a junk drawer, or daring to reorganize the garage, many of us start with the same struggle when it comes to tackling home organization projects. “Where do I even begin?!” Your […]

The retirement road trip: Got enough gas?

American workers are underfunding their retirement savings by at least $6.8 trillion, according to the National Institute on Retirement Security. In addition, 37% of Americans are considering delaying retirement.* Hardly a news flash, right? We’ve […]

But really, who are you?

There are many things that come in threes: Primary colors. Spatial dimensions. Little pigs. French musketeers. Child musicians named Hanson. However, when it comes to financial and emotional well-being, working Americans, it turns out, fall […]

How helping charities helps you

Isn’t it great when you can find a real win-win? We know that term is overused, but it comes down to doing something that helps you as well as someone else, in equal measure. By […]

5 Original ways to show your love

It has been said that love is a verb, and though it may not seem as romantic as a box of chocolates, a dozen roses, or a candlelit dinner in Paris, one of the best […]

5 Things late retirement planners can do right now

According to a recent Guardian study, more than 1 in 3 Americans are considering delaying retirement.1 If you’re “late to the game” in your retirement planning and are beginning to think that all hope may […]

Why financial planning should be part of your family planning

Making the parenthood leap may be one of the biggest life decisions you’ll ever make. It’s also a big financial decision. According to a Guardian study, 20 percent of working Americans are stressed and struggling.1 […]

Whole life insurance: part of a tax diversification strategy

Whole life insurance, a type of permanent life insurance, is widely known simply for one of its main benefits: it offers guaranteed protection for your loved ones after you’re gone.1 In fact, a whole life […]

5 Ways to get ready for retirement

Are you ready to take the plunge and retire? Whether retirement’s right around the corner or still many years away, it’s wise to plan ahead so you can enjoy your unique vision of retirement. Here […]

Your financial destination matters

“Life is a journey, not a destination.” Those words, commonly attributed to Ralph Waldo Emerson, are as true today as they were 150 years ago: If you hope to lead a life full of purpose […]

Understanding the Social Security disability process

Filing to receive disability from Social Security is easy. Getting your application approved is not. According to the Social Security Administration, denied disability claims have averaged nearly 59% over the last ten-year period ending in […]

Why your retirement savings shouldn’t be your emergency fund

Life happens. Cars break down. Ankles get sprained. There will always be “emergencies” that can set you back financially, but you don’t want to compound the damage by tapping your retirement savings to pay for […]
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