News

10
Sep

The Art of Disciplined Investing

The Art of Disciplined Investing Often the least sexy advice is the right advice. It’s not exciting, but it will accomplish your goals. This goes for investing, too. Think of your portfolio as a farm. You’ll have good years and bad years, but if you focus on the important parts and don’t let yourself get distracted, you’ll reap the rewards

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8
Sep

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week (NPW), September 3 – 7, celebrated America’s employees and the payroll professionals

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6
Sep

Hey, Millennials. Life Insurance Is Now 80% Off!

Hey, Millennials. Life Insurance Is Now 80% Off! So many people get down on Millennials, telling them they are doing just about everything wrong. That’s why when Life Happens and LIMRA did a joint Twitter chat for Life Insurance Awareness Month #LIAM18Chats, people had a lot of good insight and some great advice for Millennials about how to think about

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5
Sep

What’s Really Going to Happen When Social Security Runs Out of Money

What’s Really Going to Happen When Social Security Runs Out of Money One of the hottest topics in retirement income planning over the past several years has been how to help individuals strategize on their Social Security claiming decisions. Source: Retirement Researchers What’s Really Going to Happen When Social Security Runs Out of Money

1
Sep

5 Signs You’re Ready to Retire

5 Signs You’re Ready to Retire You are nearing the average retirement age and each day it becomes closer and closer. The question is, are you ready to retire? Check out these 5 signs you’re ready to retire. Your Savings Exceeds Your Retirement Goals: At one time or another, you sat down and made an investment plan so you could

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1
Sep

Danica Says It Best: Life Insurance Is Key on Your Financial Journey

Danica Says It Best: Life Insurance Is Key on Your Financial Journey It’s Life Insurance Awareness Month! And we will just step aside to let our spokesperson Danica Patrick tell you why life insurance has always been important to her—and why it should be for you, too. If you think you may need life insurance, or more of it, spend

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31
Aug

3 Simple Ways to Save for Retirement

3 Simple Ways to Save for Retirement Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than

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31
Aug

Are the Markets New Highs the Current Worry?

Are the Markets New Highs the Current Worry? There are a handful of times a year when certain events precipitate a market drop. So much so, that we feel it is helpful to provide perspective on why investing in the stock market is a great way to help you build your asset base so when you retire you can better

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21
Aug

Celebrating Senior Citizens – Today and Every Day!

Celebrating Senior Citizens – Today and Every Day! Every August 21 we honor our seniors and recognize their achievements to society. This tradition began in 1988 when former President Ronald Reagan declared August 21 to be National Senior Citizens Day. Prior to this declaration, many observed August 14 as National Senior Citizens Day when former President Franklin D. Roosevelt signed the Social Security

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21
Aug

Frequently Asked Medicare Questions

Frequently Asked Medicare Questions We get a lot of questions from clients and non-clients about what Medicare is and what it covers. Here are our answers to the Medicare questions we get the most. What is the difference between Medicaid and Medicare? Medicare is a federally funded health insurance program. The program primarily covers people who are either age sixty-five

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