3 Tips for Financial Health in the New Year

A recent survey found that 85% of Americans said their personal finances were causing them stress. One of the most common concerns was having enough saved for retirement. There’s no better time than now to review your current situation and make resolutions. If you’re...

It’s the Most Wonderful Time of the Year to Plan for Your Future

It’s the most wonderful time of the year for many things – eating too much, seeing friends and family, and giving and receiving gifts. The end of the year is also a good time to review your finances from 2021 and get ready for 2022 and beyond. Here are three reasons...

Be Prepared for 2022

A new year can bring about a new mindset and optimism, but it’s also important to have a plan to deal with the challenges we could face. We could see high inflation, a volatile market, and higher taxes, and it’s important to have a plan in place to address these...

Review Your Investment Strategy and Prepare for 2022

The end of the year is a good time to reflect on 2021, how your financial situation may have changed, and your goals for next year. Maybe 2022 is the year you’ll retire, or maybe not. Either way, you can review your investment strategy and prepare for 2022 and beyond....

Don’t Forget These Important End-of-Year Deadlines

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the...

How Will You Pay for Long-Term Care in the Future?

Even though you’re a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering.[1] If you have a 70% chance of needing long-term care,...