The Baby Boom generation wanted to change the world. Though their ideals may have been buried beneath the baggage of growing up—careers, mortgages and raising children, they were never discarded. Retirement for many Baby Boomers […]

If you could provide permanent financial protection for your family in case of an unforeseen crisis, would you? For most people, the answer is a quick “yes.” Yet sometimes people are slow to act on […]

It’s critical to reduce your investment risk through diversification, especially as you get closer to retirement age.1 Research shows that having sufficient retirement income is a top priority for Americans and that the most confident investors look […]

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business? While some entrepreneurs funnel as much as 50 percent back into their companies,1 depending on your goals […]

Learn what items to check off your financial to do list before the end of the year and why it's important to do these items before a new year starts.

In the past few years, the word adulting has gone from social media mentions to a full-fledged definition in the Merriam-Webster dictionary. It’s easy to see why: “attend[ing] to the ordinary tasks required of a […]

What is a custodial gift, and does it make sense for you? Learn about the benefits as well as some of the rules for custodial accounts.

The desire to protect the people we love, especially after an unexpected event, is older than insurance itself. Long before the insurance industry was established, people informally joined together to help one another during difficult […]

Over the course of recent generations, women have made great strides in the classroom and the workplace. In fact, in 2019 women surpassed men as the majority of college-educated workers in the United States.1 Yet, as […]

Responsible money management is often a foreign concept to teens that is complicated and confusing. Yet, if they learn how to save and be financially responsible early, they can protect themselves in the future. To […]

Do you think of your spouse or life partner as your “better half”? If so, you know that your relationship is more than just two people meeting halfway. In a life partnership — and in […]

It’s fun to daydream about a better financial future. But, unfortunately, too often people stay stuck in their dreams and don’t take action. Yet, as author Annie Dillard has observed, “How we spend our days […]