Blog
Healthcare Costs in Retirement
(Updated 2024) Without a solid approach, health care expenses may add up quickly and potentially alter your spending. In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their...
Immediate Vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Despite not being as well known as some other retirement tools, annuities account for 6% of all assets earmarked for retirement. With about $2.6...
Financial Strategies For Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent. Women and College The reason behind this disparity doesn't seem to be a lack of education or independence. Today, women are more likely to go to...
Caring For Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents. Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and...
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article. Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program...
Financially Savvy at Six Figures
Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this milestone, give yourself a pat on the back and celebrate. It can be tempting to feel like now that you've made it to the top of this mountain your financial worries...
Breaking Down The Parts Of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece. Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through...
A Primer On Irrevocable Life Insurance Trusts
"I'm proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate...
What Can You Buy with 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious schools. These funds can also be...
