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How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched doctors,...

Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself. Sure, it can be difficult to think about life...

Did you know that for the 2024–2025 academic year, the average cost for one year of college—including tuition, fees, room, board, and other expenses—is $29,910? That price is for public four-year, in-state schools. To attend a private...

There’s something for everyone in the One Big Beautiful Bill Act of 2025. In fact, the Tax Foundation calculated that the new law avoided a tax hike on 62 percent of tax filers in 2026. In dollars and cents, that works out to almost...

Just before the July 4th holiday, Congress passed a domestic policy bill that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for...

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can feel daunting. When it...

Perhaps you’ve heard the maxim, “Preparation is the key to success.” But when it comes to life insurance, knowing when to prepare is almost more important than the preparation, itself. Sure, it can be difficult to think about life...

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

How much does your pocket change cost? More than a pretty penny, it seems. According to the U.S. Mint, each one-cent coin costs 3.69 cents to manufacture. This means that for the 19th year in a row, the production and distribution...

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell. Good news for...

You may have heard about the recently signed Social Security Fairness Act and wondered what it was and how it might affect you.The Social Security Fairness Act eliminates two longstanding provisions for Social Security: the Windfall...

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very...

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those...

Although many people view retirement as one stage of life, it’s actually three! Each stage is reflective of your health and independence and can significantly impact your wallet. The spending pattern throughout retirement is U-shaped,...

Estate or legacy planning is a vital way to help you plan for your family’s future. It involves two steps: Making legally effective arrangements to preserve your wealth Employing effective strategies for transferring your wealth...

In the middle of all your exciting plans for retirement, one further task is planning your estate with your family. Start to think about how best to engage with your kids in discussions concerning your financial legacy. The Best Time...

If you find yourself simultaneously raising your own children while tending to your parents as they grow older, you’re not alone. Often aptly referred to as “the sandwich generation,” it’s at this unique stage that you're sandwiched...

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Try these 5 strategies to gain financial health. Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of creating positive habits to improve the health of...

Sir John Templeton once said, "The four most expensive words in investing are: ‘This time it’s different."1 And normally, I would agree. But it seems like the phrase, "This time it’s different," may actually apply to...

Weekly Recap January 15-19, 2024 Recap S&P 500 Reaches New Record High A Notable Winning WeekAll three major U.S. equity indices finished positive in 11 of the past 12 weeks. Moreover, in a new milestone, the S&P 500 closed at a new...