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Friday, November 25, 2022

The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be...

Wednesday, November 16, 2022

How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions, for the answers are not widely known. For clarification, here are some facts to dispel...

Friday, October 28, 2022

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

Friday, October 14, 2022

How much might health care cost you someday?“Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get a dozen different answers....

Friday, September 23, 2022

Where do those accounts and policies end up?

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Friday, September 9, 2022

September is National Life Insurance Awareness Month, so it’s a great time to review your coverage. 

Friday, August 26, 2022

Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer "yes" to that question. Sixty-six percent of respondents to the poll identified their financial health as a...

Friday, August 12, 2022

Your investment portfolio may be off-kilter, and you may not even know it.Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?It may sound counterintuitive...

Friday, July 29, 2022

To enjoy your retirement without financial worries, make sure you have enough money saved when you retire. This calculation can be a daunting task, since a variety of factors affect your required amount and inaccurate estimates for any...

Friday, July 22, 2022

Back in 1776, our founding fathers signed the Declaration of Independence -- an event we celebrate every 4th of July. That spirit of independence is definitely something worth commemorating, but also something worth emulating. How...

Friday, June 24, 2022

2022 Tax Guide

Friday, June 10, 2022

If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, and it doesn’t look like...

Friday, May 27, 2022

Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1You do not have to supply this information, but it is encouraged. The request is...

Monday, March 28, 2022

March is National Credit Education Month which means there is no better time to educate yourself and others on the importance of understanding the ins and outs of your credit score. Did you know that one in five Americans find errors...

Friday, February 25, 2022

How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational...

Monday, January 3, 2022

Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit...

Monday, January 3, 2022

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them...