If you’re retired or retiring soon, Medicare is likely a part of your financial strategy. It’s a valuable resource that provides health insurance protection to …
How Much Will You Pay for Health Care in Retirement?
Think Medicare will cover all your health care costs in retirement? Think again. Medicare is a valuable coverage program, but it doesn’t cover everything. In …
When Is the Last Time You Reviewed Your Estate Plan?
How current is your estate plan? Does it still align with your wishes? If you haven’t reviewed your estate plan recently, you may not know …
Deferred Annuities: Why They Could Be Right for Your Retirement
If you’re currently planning for your upcoming retirement, you’re probably aware of some of the financial challenges you may face. Many retirees are concerned about …
Term Insurance: Is It Right for You?
Risk is a part of life. If you have a spouse or children who rely on you for financial support, one setback could cause serious …
Score a Better Life Insurance Rating With These 3 Tips
If you pass away, your spouse, children and others could face significant financial challenges. They could struggle with debt, loss of income or other major …
Does It Ever Make Sense to Take Social Security Early?
Should you file for Social Security as soon as you’re eligible, at age 62? If you’re considering that option, you’re not alone. According to a …
Have You Answered These 3 Retirement Questions?
Is retirement approaching on the horizon? If you’re like most people, retirement is your ultimate financial goal. It’s your opportunity to take control of your …
How Will You Pay for Long-Term Care?
What will be your biggest financial challenge in retirement? Will it be trying to protect your assets and avoid market risk? Or perhaps you’re worried …
Business Owners: Should You Use a SEP IRA to Save for Retirement?
Self-employment can be a fulfilling experience, but it can also create numerous challenges. You have to serve your customers and prospect for new business. You …