Charitable Giving Strategies: The Pros and Cons
Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others. Giving away some of your money is a great way to support [...]
How to Protect Yourself While Helping Others
Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal. Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to [...]
Financial Advisors, We’re Just Like You
Women are making more financial decisions than ever before—especially among younger generations.1 Yet according to a Federal Reserve report, women are generally less comfortable than men when it comes to making retirement and investment decisions.2 [...]
5 Wise Ways to Use Your Tax Refund
When your tax refund arrives from Uncle Sam, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage. We are sharing with you 5 [...]
6 More Strategies to Generate Income in Retirement
There are 6 additional strategies to generate extra income in retirement and extend the life of your savings. Buy an Annuity Unless you're a retired public service employee or you worked for one of the [...]
6 Income Generating Strategies in Retirement
When it comes to saving for retirement, maybe you've done everything right but will you need to generate income in retirement to fund your lifestyle? You started early, maxed out your 401(k) plan, invested in [...]
3 Reasons to Wait Until 70 to Claim Social Security Benefits
In a rush to file for Social Security benefits at age 62? Many people are - but slow down and do the math first. When it comes to claiming Social Security retirement benefits, you may [...]
Long-Term Care, Who Pays?
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. Unfortunately, none of us can predict what the future may bring. But, according to the U.S. Department [...]