WHAT IS AN ANNUITY?
Annuities have a bad reputation. They can be seen as expensive and difficult to understand. But it is important to not jump to any
conclusions. Similar to other financial tools, it is best to ask “what role can annuities play in my overall finances?” rather than to avoid them owing to myths or misconceptions.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
BEST PRACTICES FOR PASSWORDS
Passwords are a must-have for almost
anything you do online, which is why
many people can experience “password
overload” from time to time.
PREPARING FOR A ONCE-IN-A LIFETIME TRIP
Are you considering a dream vacation Do you see far-away places on the internet or television and think to yourself, “someday?”
