Make Your Tax Refund Work for You
If you’re one of the millions of Americans receiving a tax refund this year, why not use that money to reap long-term benefits? The following...
Without Umbrella Coverage, Your Assets Could Be at Risk
You’ve worked hard to build up your nest egg. But what would happen if you were involved in an accident, which left you liable for...
Roth IRAs Attracting Attention This Year
Undoubtedly, you’ve heard speculation about future tax increases due to increased government spending during the pandemic. Such predictions have more people considering Roth IRAs since...
Avoid These Medicare Mistakes
If you’re a newcomer to the complex Medicare system, or will be soon, it’s wise to research potential options and pitfalls to prevent future regrets....
Don’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent...
What You May Not Know About Estate Taxes
You have worked hard, managed your finances well, and invested wisely to protect your future and care for your family. It’s crucial not to lessen...
Protect Yourself on Social Media
Like so many areas, social media cyber-attacks are on the rise, both on individual accounts and wider platform hacks. While you can’t prevent a large,...
Financial Health Check
With almost two months of the new year elapsed, it’s a good time to look at how well your recent behavior aligns with your financial...
Contemplating a Second Career
When you were a child, you dreamed about what you’d do when you grew up. If you’re middle aged, you may be dreaming about what...
