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Turn Your RMDs into Charitable Donations
If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...
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September is Life Insurance Awareness Month
Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...
Read MoreSeptember Is National Life Insurance Awareness Month
It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...
Read MoreThe Best Way to Determine Where Your Wealth Goes
It may seem counterintuitive, but one of the best ways to maintain wealth may be to give some of it away. The tax code is designed to encourage philanthropy that will support a wide range of worthy organizations. If planned correctly,...
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Gain Control and Confidence Around Your Finances
Manage Your Money More EffectivelyNot having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can help you feel more in...
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Inflation Is Trending Lower. Now What?
The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...
Read MoreSECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreIMPORTANT BIRTHDAYS OVER 50
TIP: Average Benefit. In 2016, the average monthly Social Security benefit for a retired worker was about $1,360.Source: Social Security Administration, 2017Most children stop being “and-a-half” somewhere around age 12....
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