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Women Live Longer Than Men… What Does This Mean? 

We often mention in passing that life expectancy shows that women typically live longer than men. What does that mean to you? Well, you should …

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income

The Appeal of Safety

We thought to share with you our thoughts about the growing number of people who are looking to purchase a financial product that incorporates a …

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RMDs

Common Confusion

There still seems to be confusion among retirees about the changes in the law affecting required minimum distributions, or RMDs.  Beginning a few weeks ago, …

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Keep saving

Remember to Keep Saving

This article reminds you to stick to your goals and keep saving. “If you are already saving, whether for retirement or another goal, keep going! …

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rules

2023

The year 2023 brought with it a number of changes to the rules governing retirement deposits and withdrawals. This includes changes, in both this and …

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purchasing life insurance how much life insurance do I need

How Much Life Insurance Do I Need?

This week’s article may help you to think about why you are purchasing life insurance. There are several different reasons why you would purchase life …

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fraudsters

Con Artists and Fraudsters

The National Council on Aging reports that financial scams targeting older adults are on the rise. According to the Federal Bureau of Investigation in 2021, …

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children

Children and Grandchildren

Often when we ask ourselves ‘Have I saved enough for retirement?” we’re really just asking if we can afford to give financial gifts or assistance …

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foundation of financial literacy

A Foundation of Financial Literacy

We are often asked about “financial literacy.” The phrase refers to the ability to understand and use various financial skills, and is the foundation of …

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