Current News
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 …
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 …
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, …
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! …
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 …
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 …
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, …
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 …
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 …
