Are you adapting to the exhaustion and euphoria of a new baby? Or navigating middle school math homework or the terrain of teenagerhood? Regardless of where you’re at in your parenting journey, these financial planning tips across all ages and stages can help ensure a secure future for you and your family. [...]
Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and fulfilling transition. An elegant pivot from work life to a life [...]
Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. [...]
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an [...]
Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it [...]
November and December are big spending months—in 2022 holiday sales surpassed $960 billion. The holidays are also a time to give back, and there are affordable ways to make a meaningful impact this season. The holiday season is officially in full-swing, and if last year’s numbers are any indication, November and [...]
Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? [...]
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment [...]
As the holiday season approaches, it’s fun to get swept up in the festive spirit and the joy of giving. However, it’s also a time when our wallets can feel the strain of gift-giving, holiday feasts, and family getaways. This year your financial wellness doesn’t have to take a holiday break. Your [...]
The vulnerability that comes with age should be met with care and respect, but unfortunately, some individuals prey on the trust and diminished capacity of the elderly, subjecting them to financial scams and coercion. Elder financial abuse is a distressing reality where perpetrators exploit seniors, often forcing them to withdraw funds or tricking them [...]
