Newsletters

9
Apr

Social Security & You

Social Security & You Are you on the verge of retirement? Then you are probably asking yourself when you should stop working and how long after that do you take Social Security benefits? While your first thought may be to take both as soon as you are able, the reality is a little more complicated. Here are the top Social

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9
Apr

Social Security & You

Social Security & You Are you on the verge of retirement? Then you are probably asking yourself when you should stop working and how long after that do you take Social Security benefits? While your first thought may be to take both as soon as you are able, the reality is a little more complicated. Here are the top Social

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23
Feb

Have I Saved Enough for Retirement?

Have I Saved Enough for Retirement? Many Americans look forward to their retirement years; however, if you’re not prepared, it can also be financially stressful. When it comes to retirement, most Baby Boomers are unsure if they’ve saved enough and are concerned about running out of money. In fact, only 1 in 3 Americans are confident or extremely confident they’ll

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1
Feb

Protect the Ones You Love

Protect the Ones You Love February is here — the month that celebrates love and romance and of course, Valentine’s Day. In a recent survey, Life Happens (a nonprofit life insurance organization dedicated to consumer education) found that people would much prefer their romantic partner plan for their financial future (44%) than buy them gifts (8%).1 Does this statistic surprise

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3
Apr

Guaranteed Income in Your Retirement

Guaranteed Income in Your Retirement One of the biggest concerns of preretirees and retirees is income. This makes a lot of sense when you consider that all your savings essentially breaks down to an annual income you need to have to live comfortably during your retirement years. One of the options many seniors explore when trying to secure their retirement

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6
Mar

Taxes in Retirement: What You Need to Know

Taxes in Retirement: What You Need to Know Life after retirement is full of changes and challenges, not the least of which is trying to understand how taxes will impact your income and deductions in retirement. Many wonder how big their tax bill will be in retirement and how long their retirement will last. The average American can expect to

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1
Feb

Insure Your Love

Insure Your Love Why do people really buy life insurance? For most it comes down to love. They love someone and want to make sure their family or loved ones wouldn’t suffer financially if something happened to them. A life insurance policy is the ultimate gift of love. It’s less expensive than many other standard gifts like jewelry, yet provides

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7
Jan

Make Saving More Money for Retirement Your #1 New Year’s Resolution

Make Saving More Money for Retirement Your #1 New Year’s Resolution It’s that time of year when we all make New Year’s resolutions, such as eating better, working out more, and getting into better shape. But what about your financial future? What kind of shape is your portfolio in? How much are you currently saving for your retirement? You may

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6
Dec

Retirement Planning for Procrastinators

Retirement Planning for Procrastinators You’ve probably heard that you’re never too young to start saving for retirement. However, many of us have procrastinated or have had other priorities and debt come up that prevented us from putting more money aside for our future. Or maybe you tried to save but got hit with unexpected setbacks like a job loss or

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3
Nov

5 Things You Need to Know About Long-Term Care Insurance

5 Things You Need to Know About Long-Term Care Insurance Chances are you’ll live well into your 80s, your 90s, and possibly even longer. When you live a long life, the likelihood you’ll need long-term health care is greatly increased. That’s why over 10 million Americans have purchased long-term care insurance.1 Here are just a few things you should know:

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