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Blog

May 9, 2018

Start Your Business Succession Plan With These Tips

Does your small business lack a succession plan? You have company. A recent small-business survey from Nationwide found that half of respondents don’t have a succession plan. Among those without…

May 2, 2018

Retirement Planning Is About More Than Money

For many people, retirement planning is all about saving money. Your retirement strategy may consist of contributing to a 401(k), an IRA or even a health savings account. When you’re…

April 26, 2018

What Are the Different Types of Medicare Plans?

Retiring soon? If so, you have some big milestones in your future, like filing for Social Security and leaving work for the last time. Perhaps one of the most important…

April 20, 2018

Should You Purchase Long-Term Care Insurance?

According to the U.S. Department of Health and Human Services, long-term care will be a reality for many retirees. A recent study found that today’s 65-year-olds have a 70 percent…

April 17, 2018

Avoid These 3 Retirement Savings Mistakes

Worried about your retirement savings strategy? If so, you’re not alone. According to a recent study from Gallup, retirement is a pressing concern for many Americans. The study found that…

April 10, 2018

3 Types of Out-of-Pocket Health Care Costs You’ll Face in Retirement

Have you developed your retirement budget? It’s an important financial tool that can help you manage your spending and preserve your retirement assets. You’ll likely face expenses for things such…

March 23, 2018

Do You Know How Your Retirement Income Will Be Taxed?

There’s an old saying that death and taxes are the only two certainties in life. You may not be able to control when you die, but you can certainly take…

March 19, 2018

Are You Eligible for Social Security Spousal Benefits?

Wondering where your income will come from in retirement? You may have a pension, a 401(k) or even an IRA or other personal savings. No matter your situation, however, Social…

March 13, 2018

4 Ways to Avoid an RMD Tax Surprise

Are you one of the millions of people using an IRA to save for retirement? According to a 2013 study, Americans hold nearly $2.5 trillion in assets inside IRA accounts.1…

March 6, 2018

3 Questions to Ask About Your Pension Benefit

Will you benefit from a pension payment in retirement? If so, consider yourself fortunate. Pensions are quickly disappearing from employer benefit menus. In 1998, 58 percent of Fortune 500 companies…