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Start Living Your Bigger Life Now: Begin with a Plan

Oct 19, 2016
If you suddenly received $10 million and the diagnosis that you had only 10 years to live, what would you start doing? What would you stop doing? The specific dollar amount that triggers your personal…

Building Retirement Savings at Any Age: Part Two of Three

Oct 19, 2016
In Your 40s and 50s: Fine Tune Your Financial Plan. With retirement just a decade or two away, you may have a more realistic idea now than you did in your twenties or thirties of how much income you…

Building Retirement Savings at Any Age: Part One of Three

Oct 17, 2016
In Your 20s and 30s: Start Saving Early. Time is the greatest ally you have when saving for retirement. Why is that? The longer your savings have to compound, the less money you may need to contribute…

Three Mistakes to Avoid Regarding: Long-term Care Insurance

Oct 12, 2016
Avoid these mistakes and start taking action on your long-term insurance needs.    1. Thinking you won’t ever need it According to the U.S. Department of Health and Human Services, about 70% of people…

Three Reasons To Start A Retirement Plan For Your Business

Oct 07, 2016
  Retirement Plans for Small Businesses and Self-Employed Individuals: Simple IRA: A good choice for businesses with fewer than 100 employees that want an easy-to-operate plan that their employees…

40 Financial Things to Know by Age 40: Part Four

Oct 05, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Missing Money   Where to find missing money.    Whatever…

What is a Dividend?

Oct 03, 2016
Many companies pay dividends to their shareholders on a regular basis. Here’s an introduction to this potential source of investment income. What is a Dividend? A dividend is a distribution (usually…

40 Financial Things to Know by Age 40: Part Three

Sep 30, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Taxes   The fastest way to get your refund.   According to…

40 Financial Things to Know by Age 40: Part Two

Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   College Planning   Savings may cost less than borrowing.   Think…

40 Financial Things to Know by Age 40: Part One

Sep 27, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years. InsuranceDo you need life insurance?  Not everyone does. You may…