Blog
UPDATED: Social Security: Five Facts You Need To Know
Here are five facts about Social Security that are important to keep in mind. Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are...
UPDATED: 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...
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs. Many investors are looking to build a portfolio that reflects their socially responsible values while giving them the potential for solid returns. That’s where SRI Investing,...
3 Estate Challenges for Blended Families
This article will help blended families think and prepare their estate strategy. Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but...
Managing Money As A Couple
Keys to preparing to grow wealthy together. When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask...
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in...
Women on the Rise
Conquering Unique Retirement Challenges Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Understanding today's financial landscape can help women rise to the challenge, know their worth, and take...
UPDATED: Why Medicare Should Be Part Of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts...
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...
