Educate, Encourage, Empower

Avoid These Life Insurance Missteps

April 18, 2018

Shop wisely when you look for coverage.

Areyou about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these...

Smart Financial Steps After College

April 11, 2018

A to-do list for the twentysomething.

Did you recently graduate from college?The years after graduation are crucial not only for getting a career underway, but also for planning financial...

Why Life Insurance Matters for New Homeowners

April 3, 2018

It addresses a significantfinancial risk.

If you buy a home and you have no life insurance, there is a financial risk.It may not be immediately evident, but it must be acknowledged – and it...

A Retirement Gender Gap

March 29, 2018

Why a middle-class woman may end up less ready to retire than a middle-class man.

What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than...

What Should You Keep?

March 21, 2018

Even with lessitemizing, there are still tax documents you want to retain for years to come.

Fewer taxpayers are itemizing in the wake of federal tax reforms.You may be one of them, and you may...

The Importance of Equitable Estate Planning

March 8, 2018

Have you considered the factors that may promote inequality in wealth transfer?

Suzanne is widowed and has four adult children. Herinvestment portfoliois worth $1 million, and she ownsa ...

The Risk of Being a Suddenly Single Woman

March 5, 2018

Contending with the possibility of widowhood.

On average, women outlive their husbands. According to the Social Security Administration’s estimate, the average 65-year-old woman willoutlive the...

Before You Claim Social Security

February 26, 2018

A few things you may want to think about before filing for benefits.

Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no...

The Many Benefits of a Roth IRA

February 24, 2018

Why do so many people choose it rather than a traditional IRA?


The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement...

What Do You Have in Reserve for 2018?

February 20, 2018

Build your emergency fund this year.

How much does the average American household have in the bank? Estimates vary, but the short answer to this question is “not enough.”

Last year, a...

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