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Help protect vulnerable family members from scam artists

If you have older family members whose cognitive functions or decision-making abilities have declined, or who are lonely or recently widowed, you might need...

Work toward your own financial independence this Fourth of July

We're getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy....

Five steps to help you manage your inheritance || Thomas Callaway

Over the next 30 years, in what is anticipated to be the largest wealth transfer in American history, an estimated $30 trillion is expected...

How HSAs can help with concern about healthcare expenses in retirement || Thomas Callaway

  Healthcare costs are a significant concern for many Americans, particularly for those approaching retirement. One increasingly popular way to manage medical expenses is to...

Don’t let your investments go on vacation || Stephen Gerrald

Summer is here – and so is vacation season. Americans spend a lot on their summer getaways – more than $100 billion in 2017...

Planning for retirement when you don’t have kids || Thomas Callaway

Couples who don’t have children tend to have more financial flexibility to pursue their own goals throughout life and in retirement. But this flexibility...

Saying ‘I Do’ might mean ‘I Can’t’ for Roth IRA

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware...

Consider a 529 plan if you’re saving for college

Do you know about 529 savings plans? If not, you are not alone – although these plans have been around since 1996, many people...

How can you meet your short-term goals?

Why do you invest? If you’re like most people, you’d probably say that, among other things, you want to retire comfortably. Obviously, that’s a...

Financial gifts for your adult children

Mother’s Day is almost here. If you’re a mother with grown children, you might receive flowers, candy, dinner invitations or some other type of...

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