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Monday, September 25, 2023

The hype from Wall Street and the media is very focused on the short-term Earnings season is a period that generates tremendous attention on Wall Street and captivates the media. During this time, companies release their financial...

Monday, September 18, 2023

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Monday, September 11, 2023

U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to struggle. For sure there is plenty of social unrest around the country, geopolitical tensions with China, Russia and North...

Friday, September 1, 2023

By focusing on goals and priorities, you can create a new, simplified lifestyleReflect on Your Goals and PrioritiesBefore you begin the downsizing process, take some time to reflect on your goals and priorities.What do you want to...

Friday, August 25, 2023

Even if you are already retired, it doesn't mean you should stop trying to grow your savings. Inflation, unexpected medical bills, and changes to your lifestyle or family may result in the need for additional income than you initially...

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Friday, August 18, 2023

Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...

Thursday, August 10, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.It sounds a little crazy, doesn't it? But that's what...

Friday, August 4, 2023

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

Tuesday, July 25, 2023

Many people care for a loved one out of necessity as their family members can no longer care for themselves. More than one in ten people in the United States also care for an adult, spending about three hours each day on caregiving...

Tuesday, July 18, 2023

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

Tuesday, July 11, 2023

As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This...

Saturday, July 1, 2023

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

Tuesday, June 27, 2023

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs. Those members of...

Tuesday, June 20, 2023

A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...

Tuesday, June 13, 2023

Life insurance buys financial protection against your premature death. Here’s the how-to on another insurance that can protect you from living too long: the annuity.Annuities often secure steady cash flow to you during your...

Monday, June 5, 2023

A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...