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September 23, 2016

Should You Convert to a Roth Before You Retire?

Since its creation in 1974, the individual retirement account (IRA) has become one of the country’s most popular retirement savings vehicles.1 There are more than 25 million IRAs in the…

September 16, 2016

Is Your Boomerang Child Sinking Your Retirement Plans?

It’s a day every parent dreams about. Your child finishes their education, enters the working world and embarks on a life of independence. For many baby boomers, however, that day…

September 12, 2016

Do You Have All the Facts You Need for Medicare Enrollment?

There are two big milestones for any new retiree. One is filing for Social Security and finally collecting benefits from all of the contributions you’ve made to the system over…

August 30, 2016

The Kids Are Gone. Do You Still Need Life Insurance?

If you’re like most parents, your kids are a major part of your life. You’ve watched them grow up, helped them accomplish big things and raised them to be successful…

August 23, 2016

Rental Property: Is It a Good Funding Source for Your Retirement?

On paper, it seems like a great idea. You simply buy an apartment building or a duplex in a popular area of town and then rent out the units in…

August 16, 2016

Is It Always Wise to Delay Social Security?

As a retiree, one of the biggest decisions you’ll make is determining when to file for Social Security benefits. Why is it such an important decision? Because it’s permanent. Once…

August 9, 2016

Are You Ready for Retirement? A Preparation Checklist

It’s a goal that most workers dream about their entire adult lives. Retirement. The day you finally get to stop building your schedule and priorities around your work obligations and…

July 29, 2016

Should You Downsize in Retirement?

It’s a decision that nearly every couple faces at some point, often either just before or after retirement. The kids are grown and have long since moved out of the…

July 22, 2016

Don’t Overlook These 3 Retirement Risks

Worried about your ability to retire comfortably? You’re not alone. According to a 2014 Gallup survey, 59 percent of Americans say they are either “very or moderately worried” about whether…

July 15, 2016

5 Forms of Insurance to Consider for Your New Business

Are you launching your own business? Congratulations! Business ownership can be a personally and financially rewarding experience. While owning a business can be challenging at times, you may also see…