RETIREES TALK ABOUT RETIREMENT

One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.

WHAT TO CONSIDER WITH A VACATION HOME

You’re on vacation, you have a little
extra money in your accounts, and you start to think, “this would be a great place to have a vacation home.”

EMERGENCY FUND FUNDAMENTALS

When most people hear the expression “emergency fund,” they think of setting aside money to pay for unexpected expenses

WHAT IS THE BUSINESS CYCLE?

To people of faith, hearing that the economy moves in cycles may sound very similar to one of our favorite passages in Ecclesiastes.

A WORLD OF OPPORTUNITY

If you’re interested in getting a few more stamps on your passport without ever leaving the country, investing in overseas markets might appeal to you.

DISABILITY INSURANCE: INSURING YOU, INC.

Believe it or not, your most valuable asset is you. Put another way, your most valuable asset is your ability to earn income over your lifetime. By working for 30, 40, or maybe 50 years, you can generate a considerable amount of income for yourself and your family.

FINANCIAL AID IN FOCUS

The deadline for your family to complete its Free Application for Federal Student Aid (FAFSA) form is quickly approaching.

LAWMAKERS EMBRACE THE ROTH IRA

When our nation’s lawmakers updated the retirement rules in late 2022, they “tilted the table” a bit toward Roth Individual Retirement Accounts (IRA), providing several updates that make them more accessible to individual investors.