Educate, Encourage, Empower

Social Security by the Numbers

February 19, 2019

Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program.    

Social Security has been a pillar of retirement life for several decades, but how much do you really know...

ABLE Accounts for Loved Ones with Disabilities

February 5, 2019

More Families Should Know About These Tax-Advantaged Savings Vehicles

Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings...

The Value of Insuring Against Life’s Risks

January 29, 2019

Building Wealth Requires Protection From The Forces Of Wealth Destruction

When you are planning for your future, what do you think about? You may think about your retirement, enjoying having the...

When a Family Member Dies

January 22, 2019

A Financial Checklist For The Most Difficult Of Times

The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather...

An Executor Checklist

January 15, 2019

The Steps You May Need To Take To Fulfill A Major Responsibility

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of...

When a Windfall Comes Your Way

January 8, 2019

What Do You Do With Big Money? 

Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may...

Putting A Price Tag On Your Health

January 2, 2019

Being healthy not only makes you feel good, it may also help you financially.

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the...

Why Do You Need a Will?

December 25, 2018

It may not sound enticing, but creating a will puts power in your hands.

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not...

Some Changes Are Coming for 401(k)s

December 18, 2018


Take note of them for 2019


Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who...

Your 2019 Financial To-Do List

December 11, 2018


Things you can do for your future as the year unfolds.


What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving,...