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Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Planning For Long-Term Care

Jan 05, 2021
A 2015 report by the U.S. Department of Health & Human Services estimates that about half (52%) of Americans turning age 65 today will require long-term care services at some point in their lives. Long-term…

What to Do in the Year Before Retirement Part 1

Feb 11, 2021
The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. The following…

Saving for Medical Expenses in Retirement With a Health Savings Account

Apr 01, 2021
If you are covered by a high-deductible health plan (HDHP), you may be eligible to contribute to a health savings account (HSA) – a type of account with tax advantages that makes it possible for you to…

Protecting Your Finances

Apr 29, 2021
Are you ready financially for what life may throw your way? The following tips can help protect your finances and your financial security from life’s curveballs, such as job losses, health issues, identity…

6 Ways to Prepare Financially for a Natural Disaster

Jun 03, 2021
If a hurricane, flood, wildfire, or other natural disaster were to strike your area today, would you be ready for it financially? The following tips can help you get your insurance coverage and financial…

How to Make the Most of Your 401(k)

Jun 24, 2021
How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. The following tips are designed to help make the most of your 401(k), from the time…

7 Things to Know About Income Annuities

Sep 29, 2021
Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your retirement savings into a stream of income that lasts your lifetime. An…

Other Ways to Fund a Roth Account

Nov 11, 2021
Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account. Here are three options to consider. Contribute to a Roth 401(k) at work. Roth…

12 Tips to Improve and Maintain Your Financial Fitness

Feb 16, 2022
The start of a new year is a good time to evaluate how you are doing financially and to take steps to either improve your finances or protect and maintain them if they are already in great shape. The following…