Are You Insured?
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. September is National Life Insurance...
Are There Really Tax-Free Retirement Plan Distributions?
A look at some popular & obscure options for receiving money with little or no tax. Will you receive tax-free money in retirement? Some...
The Many Benefits of a Roth IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its...
Managing Drug Costs
How can households meet the challenge? Are prescription drug costs burdening your finances? This problem is far too common today....
Updating Your Estate Plan
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated...
Life Insurance … Is It Time?
Have you been putting it off? According to the insurance industry group LIMRA and the nonprofit Life Happens, 43% of Americans have no...
Bag Lady Syndrome
You must avoid it. Think about tomorrow, not just today. No woman wants to end up a “bag lady” – impoverished, out of options, left to...
How Can LTC Insurance Help You Protect Your Assets?
Plan to create a pool of healthcare dollars that you can use when the time comes. How will you pay for long-term care? At the moment, you...
Protecting Your Parents From Elder Financial Abuse
How to help your family avoid scams and other fraud. We are becoming more familiar with the notion of financial abuse targeting elders –...
Think About Your Lifestyle Before You Retire
Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for...