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October 9, 2017

3 Estate Planning Challenges to Tackle Before You Retire

Are you approaching retirement? If so, you’re probably finalizing your plans and making sure you’re on solid financial ground. Retirement can be a major financial challenge, so it’s important to…

September 26, 2017

5 Roadblocks on the Path to Retirement Success

Golf. Travel. Favorite hobbies. Time with the grandchildren. These are the things most people think of when they dream about retirement. Of course, retirement is the time to do what…

September 19, 2017

3 Life Insurance Myths That Could Leave Your Family Unprotected

According to a recent Bankrate Money Pulse survey, nearly 40 percent of all American adults don’t have life insurance. Among those who do have policies, almost half may have insufficient…

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…