The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
You've heard of the SECURE Act - but do you know how it could be affecting your own retirement? We're discussing two big changes and what you need to know now.
Buying a life insurance policy is a substantial first step in creating a financial sound future for your family. However, the benefits of your policy can be just as effective during your life. Explore how your life insurance policy can help create a strategic cash flow plan for college or retirement.
A kid will set you back around $233,000. Is it better to make that financial commitment now or later?
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
If you've bought a house, you could be sitting on thousands in home equity.
Thinking about opening an IRA? It's important to understand the differences and benefits of a Self-Directed IRA vs a Traditional IRA.
You know a life insurance policy is an important part of your well-rounded financial plan. Here's what to look for when comparing policies.
Interested in unique investments, like precious metals or real estate? A self-directed IRA could be the right choice for you. Consider these 5 factors first before jumping in.
Your investing needs change just as your life-stage and career changes.
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
Summertime is here, and that means we are halfway through the year. It's a great time to do a quick check-in to see if you are still tracking towards your goals.