Blog
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio. Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors...
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions. Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that allowing...
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you. Medicare Part C is not a separate benefit. Part C is the part of Medicare law that allows private health insurance companies to provide Medicare...
UPDATED: Women And Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a...
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article. Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social Security Disability Insurance (SSDI) for a...
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article. For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400...
Updated: What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses. 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...
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works. Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget. Here’s how it works: When a policyholder buys term insurance, they...
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education. One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700...
