Financial decision-making can be daunting, like a confusing benefits package, multiple investment plan options, or convoluted insurance offerings. Here is the good news: You might feel confused or overwhelmed by the financial choices in front of you, or worried you’re missing out on something beneficial and lucrative, but when you work with an experienced financial … Read more
You can make careful, informed financial decisions with the help of your financial advisor, but fluctuations in the financial market impact options, and it can be difficult to judge when it’s time to make changes or maintain the status quo. Brush up on market terminology, courtesy of Morningstar, and be prepared to review your choices … Read more
The Trump Administration has put tariffs on Canada, Mexico, and China to reduce the trade deficit and protect domestic industries. However, this move could also impact the United States in multiple other ways, not only influencing the broader economic landscape of the nation but immigration patterns and policies and the country’s labor market. Key Facts … Read more
With every presidential inauguration comes a change in economic policy. How will interest rates change? Which economic sectors will flourish? Most of all, what – if anything – will happen to your money? Know the risks, the safe spaces, and how this national shift could impact financial planning, no matter your political affiliation. Assess Risk … Read more
November is a month to celebrate the sacrifice that many caregivers make to take care of loved ones during the most challenging periods of their lives. Being a caregiver sometimes leads to stress, over-exhaustion, and burn-out. So, for this National Family Caregivers Month, why not support your family caregiver with the few simple suggestions listed … Read more
Rock legend and Black Sabbath front man Ozzy Osbourne revealed that he’s been diagnosed with Parkinson’s disease. In an appearance on Good Morning America, the now 71-year-old musician said he was diagnosed with the neurodegenerative disorder last February. “I feel better now that I’ve owned up to the fact that I have a case of … Read more
If you have a child in kindergarten, you may want to dust off a report from 2015 that explains just how expensive raising kids can be. And it’s downright frightening. Back in 2015, the US Department of Agriculture released the Expenditures on Children by Families Report with the scary title: “The Cost of Raising a … Read more
A whopping 70 percent of adults in their 20s through 50s fear that the Social Security program might be reduced or eliminated by the time they retire, and don’t know what to expect.1 It’s important for all adults to be informed of what awaits them when they reach Social Security retirement age. Read on for eight … Read more
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well. Informal caregivers may find that their work is rewarding, since they ensure that their loved one is getting the care they need and able to live their twilight years how they want; … Read more
September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. LIFE INSURANCE IS NOT JUST FOR THE YOUNG Many people – but not enough – will buy life insurance in young adulthood. … Read more
Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance. WHY USE LIFE INSURANCE FOR CHARITABLE GIVING? Life insurance allows … Read more
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your children are grown. You should periodically review your needs to … Read more
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