Educate, Encourage, Empower

Midlife Money Errors

March 26, 2019

If you are between 40 & 60, beware of these financial blunders & assumptions.

Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy...

To Catch a Thief

March 19, 2019

Having your identity stolen may be costly.


Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A...

The A, B, C, & D of Medicare

March 12, 2019

Breaking down the basics & what each part covers.

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come...

Traditional vs. Roth IRAs

March 5, 2019


Perhaps both traditional and Roth IRAs can play a part in your retirement plans.


IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a...

Bad Money Habits to Break

February 26, 2019

Behaviors worth changing.

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these...

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...

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