Our Blog

Filters
Category
Filter By
To Catch a Thief

Many Americans have taken steps in recent years to protect their identity. However, one report found identity theft hit an…

Types of Stock Market Analysis

There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” turned…

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Weighing the benefits of pre-paid debit card

Today more than half of all Americans use prepaid debit cards for personal use, compared to just 19% in 2008.¹

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…