As a parent, you’re concerned for your minor children should you pass away. Normally, the surviving parent retains custody. However, if both parents pass away, the court appoints a guardian. This may not be the […]

Beneficiary designations ensure that accumulated wealth goes to your intended heirs and beneficiaries. Yet, most individuals fail to regularly review them, even after a significant life event. Here are 7 common beneficiary designation practices which […]

“Shop local” is not just a catchy slogan meant to make you and small-business owners feel good a few times a year. There is real economic value to shopping at and spending money at locally […]

If you’re leaving a high income tax state, make sure your new domicile is clearly established to avoid the departure state from continuing to tax your income.

As a retirement income planning tool, annuities are the subject of much discussion these days. As a means of generating retirement income, they can be very useful. Yet annuities come in many shapes and sizes […]

Living a sustainable lifestyle is a choice. Here are 10 tips that can have a real impact on making the world cleaner, today and tomorrow.

If you are recently divorced, or going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

Wonder why your take-home pay is much lower than your gross income? This brief guide outlines common payroll deductions and withholdings that shrink paychecks.

Buying your first home is a big decision that involves a major financial commitment, so you want to make sure you approach it smartly. Here are some important tips to help you make this decision. 1. Make Sure Home […]

The trickiest thing about retirement is that the numbers are always changing. Did the latest headlines touting a “magic number” for retirement leave you in awe? Do you expect retirement to begin at a specific […]

Women and men are equally as likely to be saving for retirement, according to the 2022 Retirement Confidence Survey by the Employee Benefit Research Institute.1 Both men and women have a median expected retirement age […]

Sorting out your financial priorities is one of the first steps toward helping you create a successful retirement plan. By setting goals and time horizons now, you can develop realistic action plans that will help […]