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...
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge. Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all...
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need. “This generation got no destination to hold...We are volunteers of America”“Volunteers” by Jefferson Airplane Those of a certain age will recall these Jefferson Airplane...
How Will The Economy React To AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy? Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate individual industries. Governments are...
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.The content is developed from sources believed to be providing accurate information. The information in this material is not intended...
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...
Five Most Overlooked Tax Deductions – Updated
Five overlooked tax deductions to help manage your tax bill. Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s...
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help. According to the Social Security Administration, a 20-year-old has more than a 25% chance of becoming disabled before reaching retirement age.1 Loss of income...
