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How your tax strategy can help cover rising college costs

In today’s world, many families rely on more than one strategy to save for the costs of their children’s education. Whether your children are...

Time to Review Your Investment Strategy for the Year

As the year draws to a close, it’s a good time to review your progress toward your financial goals. But on what areas should...

Is the snowbird or sunbird life for you?

As the saying goes, birds of a feather flock together. In the case of snowbirds and sunbirds— affectionate nicknames for traveling retirees—this is definitely...

How can you share your financial abundance with your family?

Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the...

Financial Mistakes to Avoid When You Have Money in The Bank

Even people who are financially secure can fall into money traps that put their future at risk, or miss out on opportunities to further...

Match Short and Long-Term Goals With The Right Investments

Not all investments are created equal. Some are better suited for short-term goals, while others can help you build resources for objectives far in...

Taking a Hard Look at Long-Term Care Insurance

For many Americans, buying insurance to cover your home, car and health is standard practice. But long-term care insurance is a mystery for many,...

Take a Fresh Look at Your Finances

Remember those financial resolutions you committed to at the beginning of the year? If they seem like a distant memory, the start of summer...

Small Savings Can Make a Big Difference

It can be easy to overlook the importance of saving for retirement, especially when you’re focused on shorter-term financial priorities such as buying a...

The Benefits of Tax Diversification in Your Retirement Plan

  Taxes are an often-overlooked aspect of retirement planning. While many Americans are saving diligently and focused on accumulating the biggest “nest egg” possible, many...

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