Educate, Encourage, Empower

Retirees, Check Your Withholding

September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you.You may need to adjust the amount withheld from your paycheck or the size of your...

Discover the 403(b)  

September 18, 2018

This retirement plan allows teachers & employees of non-profits to invest for their futures.

Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help...

Preparing for Life’s Inevitable Challenges

September 12, 2018


5 Retirement Concerns Too Often Overlooked

September 4, 2018

Baby boomers enteringtheir “second acts should think about these matters.


Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing...

The Details More People Should Know About Medicare

August 28, 2018

Before you enroll, take note of what the insurance does not cover and the changes ahead.

Misconceptions about Medicare coverage abound. Our national health insurance program provides seniors with...

Save & Invest Even If Money Is Tight

August 21, 2018

For millennials, today is the right time.

If you are under 30, you have likely heard that now is the ideal time to save and invest.You know that the power of compound interest is on your side; you...

Financial Fraudsters Preying On Boomers & Elders

August 14, 2018

If something sounds too good to be true, it probably is.

If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth ...

Leaving A Legacy To Your Grandkids

August 7, 2018

Now is the time to explore the possibilities.

Grandparents Day provides a reminder of the bond between grandparents and grandchildrenand theimportance of family legacies.

The Snowball Effect

July 31, 2018

Save and invest, year after year, to put the full power of compounding on your side.


Have you been saving for retirement for a decade or more? In the foreseeable future, something terrific is...

How Your Credit May Affect Your Life Insurance Premiums

July 24, 2018


Does your credit history partly determinethe cost of your life insurance?It may. The potential for such a relationship may surprise you – and the relationshipisnot withoutcontroversy.