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  • A Financial Checklist for Life-Changing Events

    When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

  • Five Keys to Investing for Retirement

    Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

  • Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

    Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

  • 6 Telltale Signs You're Not Saving Enough for Retirement

    Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.

  • 5 Milestones That Mean It's Time for a Life Insurance Review

    Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

  • 3 Moments in Life Where You Should Consider Consulting a Financial Professional

    If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

  • Know What You Are Worth Today to Map Out Your Financial Future

    It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

  • Year-End Financial Planning for Families

    Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

  • Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

    Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

  • How to Navigate Buying a Home During High Inflation

    With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

  • 5 Financial Bad Habits to Cut This Year

    When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

  • Long-Term Care: Exploring Your Options

    With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

  • Navigating the 4 Phases of Retirement

    Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

  • Spreading Holiday Cheer with Year-End Giving

    The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

  • What to Know About Multigenerational Estate Planning

    Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

  • 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

    Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

  • 4 Reasons to Consider a Life Insurance Policy

    Life insurance is not about death, but instead about the future and security of your loved ones. If you have not yet made the jump to purchase your life insurance policy, below are four reasons you should consider one.

  • Financial Independence for the Sandwich Generation

    The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

  • Are You Retirement Ready?

    The key for many people in this generation is to provide guidance and support to their parents without derailing their own life and long-term goals. Here are some tips that may help.

  • 3 Ways Planning For Retirement is Like Planning For Summer Break

    For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.