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Blog

September 12, 2017

3 Differences Between Roth and Traditional IRAs

Since its introduction in the 1990s, the Roth IRA has become a popular retirement savings vehicle. Much of the Roth’s popularity is due to its unique tax treatment, which differs…

September 5, 2017

4 Groups of People Who May Need Life Insurance

You probably use a range of financial tools to protect yourself against a variety of risks, including home damage, medical issues and even unplanned emergencies. It’s possible, though, that you…

August 29, 2017

Business Owners: What’s Your Retirement Plan?

Are you a business owner who’s thinking about retirement? It’s a big financial challenge for anyone, but it can be especially complicated for business owners. Your retirement doesn’t just impact…

August 22, 2017

Roth Conversion: What It Is and Why It May Be Right for You

Do you own a traditional IRA but think a Roth may be a better option? You’re not alone. The Roth IRA has become an increasingly popular savings vehicle. That popularity…

August 15, 2017

Why Long-Term Care Should Be Part of Your Retirement Strategy

If you’re approaching retirement, you’re probably aware of the risk posed by long-term care, which is extended assistance with daily living activities such as eating, mobility and bathing. Long-term care…

August 8, 2017

Roth or Traditional: Which IRA Is Right for You?

Maybe you already contribute to your employer’s 401(k) plan. If you’re ready to ramp up your retirement savings, however, you may also want to consider an individual retirement account, also…

July 27, 2017

Lump Sum or Annuity: Which Pension Payout Is Right for You?

Are you one of the fortunate few who will retire with a defined benefit plan, more commonly known as a pension? They’ve been quickly disappearing from corporate benefit offerings over…

July 20, 2017

5 Retirement Catch-Up Strategies Besides Saving More Money

So retirement is approaching quickly, and you’re far behind on your savings goal. While you may be feeling some stress about your retirement outlook, you certainly aren’t alone. According to…

July 13, 2017

Manage 3 Threats to Your Financial Stability in Retirement

What comes to mind when you think about retirement? Is it travel, a favorite hobby or spending time with family? Retirement should be about the good things in life. After…

July 6, 2017

Don’t Count on Social Security as Your Primary Retirement Income

It’s no secret that Social Security is an important piece of the income puzzle for retirees. In fact, for many retirees, Social Security could be their only source of guaranteed…