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Blog

January 10, 2018

A 3-Step Retirement Catch-Up Plan

Are you concerned that you won’t have enough money for retirement? If so, you’re not alone. A 2017 Gallup study found that more than half of Americans are concerned about…

January 3, 2018

5 Financial Tips for Your New Year’s Resolution List

New Year’s is a time to set goals and chart a new course. Many people take advantage of the new year as a time to implement new habits and pursue…

December 21, 2017

3 Strategies for Generating Retirement Income During a Down Market

Nothing lasts forever. That’s especially true when it comes to financial markets. Many investors make the mistake of thinking the current state of the markets will last forever. That can…

December 18, 2017

Will You Need Medicaid in Retirement?

If you’re approaching retirement, you may be starting to think about health care costs after you stop working. Health care is a major source of expenses for many retirees. In…

December 11, 2017

4 Ways You Can Use Your Life Insurance Policy to Help a Charity

Do you have a favorite charity or cause that you’re passionate about? Are you looking for ways to support that charity as part of your legacy? You have a number…

December 4, 2017

Do You Have a Plan for These Retirement Tax Challenges?

If you’re currently preparing for retirement, you’ve likely considered a host of different possible challenges, including market volatility, inflation and health care costs. However, there’s one issue that may present…

November 1, 2017

No Plan to Pay for Health Care in Retirement?

What’s the biggest expense you will face in retirement? Housing costs? Discretionary expenses like dining out, shopping and travel? Depending on your income level, taxes could certainly be a major…

November 1, 2017

Tips for A Smooth Transition for Your Family Business

It’s a challenge that nearly every family business faces at some point. You have poured time, energy, and money into building your business. Now it’s time to think about the…

November 1, 2017

Don’t Misunderstand These Social Security Facts

At first glance, Social Security may seem like a fairly simple tool. You retire, file for Social Security and start receiving benefits. Seems easy enough, right? The truth is that…

November 1, 2017

3 Things to Remember When You’re Getting Ready to Retire

Are you quickly approaching the end of your career? If so, this is likely a very exciting time. While you may miss some aspects of your work life, you also…