Educate, Encourage, Empower

Wealth Management With Memory Disorders

May 22, 2018

What steps can a family take?

Besides impactinglives and relationships, dementia can also impact family finances.It may call for another family member to assume money management responsibilities...

Beware of Lifestyle Creep

May 15, 2018

Sometimes more money can mean more problems.

“Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.


Retirement Planning Weak Spots

May 8, 2018

They are all too common.

Many households think they are planning carefully for retirement. In many cases, they are not.Weak spots in their retirement planning and saving may go unnoticed.


Set Goals As You Save & Invest

May 1, 2018

Turn your intent into a commitment.

Goals give you focus.To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency...

Financing A College Education

April 25, 2018

A primer for parents and grandparents.

A university education canoften require financing and assuming debt.If your student fills out the Free Application for Federal Student Aid (FAFSA) and does...

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...

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