Will Power
According to a recent report, only 42% of American’s have estate planning documents, such as a will or living trust.1…
What’s So Great About a Rollover?
An IRA rollover may make sense whether you’re leaving one job for another or retiring altogether
What is a Roth 401k?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. While many people are familiar…
Social Security – Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
Women and financial strategies
Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability…
Stop Wasting Money
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Benjamin Franklin once…
Term vs. Permanent Life Insurance
According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently…
Social Security Benefits: How much will I receive?
Next to “When should I claim Social Security benefits?” one of the more common questions people have is “How much…
Orchestrating Your Retirement Accounts
You’re the conductor of your 401k, IRA and taxable savings. An orchestra is merely a collection of instruments, each creating…
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Put it in a letter
Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision…
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.