How to Evaluate Life Insurance Needs in Your 60s and 70s

The older we get, the more acutely aware we become of human mortality. And as we age, we often think more often of how we can help protect our...

April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

Working with a financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily...

Should You Offer Your 401(k) Plan Participants an Annuity?

  Many business owners offer retirement options, with 401(k) plans amongst the most popular. Traditional 401(k) plans offer a variety of investment options that business owners can provide, with...

5 Steps for Handling an Unexpected Tax Bill

Understanding & Conquering the Bad Behavior That Affects Your Financial Wellness

  Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits. Maybe you contribute to your 401(k) regularly,...

62, 70 or Somewhere In Between? It’s Time to Answer the Question Once and For All: When Should I Claim Social Security?

America’s in a Recession. Should You Consider Retiring Early?

  The economy throughout the course of the pandemic has been a rollercoaster. During three months of COVID-19, the unemployment rate in the U.S. grew more than it did...

October Recap: Markets Stumble but GDP Surges

Who are You Thankful for This Year?

Who are you thankful for this Thanksgiving? You likely have some relationships in your life that are extra meaningful. Perhaps you’re thankful for a spouse or partner? Or maybe...

What Does a Biden Win Mean for the Economy?

In true 2020 fashion, the presidential election has been a rollercoaster ride. On Saturday, November 7, four days after election day, most media outlets projected Joe Biden as the...