A Split-Annuity Strategy

One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.

Contribution Limits for 2024

Calculator and Notepad

One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.

Extended Care: No Decision Is a Decision

Elderly man and his in-home health aide

There’s an old saying that “No decision is a decision.” By creating a strategy for extended care, you’ve made the decision to be prepared in the event of an unexpected turn.

Social Security’s Role In Retirement

Social Security's Role in Retirement

Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.

Charitable Giving Strategies

Donation Box as part of Charitable Giving Strategies

Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.

Medicare Open Enrollment

Medicare-Eligible Woman Researching on the Computer

If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.

Personal Finance Numbers To Know

Personal finance budgeting

With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.