Prioritizing Your Retirement Needs – Part II
In the first part of this article, we discussed several elements that often comprise the shape and tone of a retirement picture, and stressed the importance and absolute need to […]
Prioritizing Your Retirement Needs – Part I
When you take the time to ponder your retirement picture, how much do you see and how well-focused is the image? A comprehensive retirement plan is, in a manner of […]
Long Term Care Insurance Basics
Life expectancies have exploded over the last 50 years, and for most couples, at least one spouse will live until age 90 or older. Yet along with age come a variety […]
Keys to Maximizing Your Social Security Benefits
You have worked hard all of your life. You have raised a beautiful family that you are proud of, and you and your spouse are finally ready to enjoy your […]
Financial Advice versus Financial Coaching: Which One is Right for YOU?
You’ve probably heard the different terms describing financial planners and what they can do to secure your financial future. The question is: did you know that there is a vast […]
How to Prepare for a Financial Consultation
When we go to the doctor, we are all used to hearing those basic questions that check-ups usually start with: “Do you drink? Do you smoke? How much exercise do […]
Eating the Estate Planning Elephant One Bite at a Time – Part II
You may have been trying to avoid your own proverbial estate planning elephant for some time now, but if the first part of this article attempted to prove anything, it’s […]
Eating the Estate Planning Elephant One Bite at a Time – Part I
Few of us want to look at it or even think about it, yet there it looms — the giant estate planning elephant in the room. It’s impossible to coexist happily, so […]
Baby Boomers and the Growing Risk of Retirement Affordability
After reviewing the statistics from a recent poll by the Associated Press and LifeGoesStrong.com, it’s clear that baby boomers are beginning to realize the growing risk of retirement affordability. Nearly […]
Final Expense Insurance: An Affordable and Thoughtful Essential
End-of-life is never a pleasant notion to ponder, but as it is one of life’s absolutes, spending just a few hours to consider your final wishes could spare your loved ones […]