Turns out marriage can do more for your heart than fill it with love. A recent study found that, among other health benefits, married people have a higher probability of…
For every five years longer a retiree lives, he or she spends about 15 percent less on average. This means that people in their 70s spend about half of what…
You’ve likely heard a few clichés when it comes to investing: stay the course; buy right and hold tight; time is more valuable than money; etc. The point is clear,…
It’s very common for a married couple to have vastly different financial personalities. One may be frugal and the other a big spender. As we all know, money can be…
Traditional vacation prep used to entail choosing a budget destination, buying some traveler’s checks and heading to the airport just in time for your flight. For many, that list of…
Getting older has its perks — from potential tax breaks to everyday discounts. It’s like turning 21 and getting carded all over again. Only now, in some ways, the older…
The first things that come to mind when thinking about retirement may be rest and relaxation, but before you reach that point, you need a financial strategy that can support…
Long-term care insurance (LTC) has experienced some growing pains in recent years. Sustained low interest rates and coverage limitations have made it difficult for some to find policies that meet…
For the 40+ year period of 1961 to 2002, health care expenses followed a pretty steady upward trend, thanks to things like the introduction of Medicaid, coverage expansion and occasional…
When it comes to preparing for retirement, headlines about underfunded pensions can be troubling. One study found that 21 state pensions held less than 40 percent of the assets needed…
Despite the strengthening economy and positive outlook, some people are still experiencing high levels of financial stress. Many are worried about meeting monthly expenses, with 30 percent reporting in a recent…
It used to be that only surviving soldiers were guaranteed an income to enjoy in their later years, a concept introduced during the first century B.C. by rulers of the…
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.