Blog

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at c

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult cross

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, o

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five