Baby Boomers are Overestimating Social Security

Tips to ensure that Social Security assumptions don’t derail your retirement   The Social Security system has long been a cornerstone of retirement planning, providing a safety net for millions of Americans who have paid into the program throughout their working lives. For the Baby Boomer generation, born between 1946 and 1964, Social Security benefits […]

Investment Scams: 7 Common Red Flags 

Investing your money is a great way to prepare for retirement and help your financial goals. While investing is vital for smart saving, not all investments are on the up and up. While there is always some degree of risk when investing any funds, some investment opportunities are actually scams designed to steal investors’ money. […]

7 Changes to the FAFSA and How They Could Impact You

Deciding on which college to attend is an exciting time. Still, it can also be stressful. The Department of Education has been working to simplify the Free Application for Federal Student Aid (FAFSA) application process with a few modifications. Here are seven notable changes that could impact you:   1. It will be easier to […]

The Philanthropic Mindset: How to Give Well and Wisely

Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below […]

Understanding the Retirement Bucket Strategy

Retirement is a significant milestone in one’s life, which requires careful planning and foresight to pursue a confident and stress-free transition. One effective way to plan for retirement is by adopting the Retirement Bucket Strategy.

5 Ways Whole Life Insurance Provides Tax Advantages

Life insurance is essential in providing for beneficiaries upon your death, but it can also offer other tax advantages you may not know. For this reason, whole life insurance, also called cash value life insurance, is often used as a…

How to Teach Your Children Financial Wellness

Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from…

5 Social Security Benefits You Might Be Missing Out On

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is likely…

Women’s Financial Empowerment

March is Women’s History Month, a month-long celebration of female empowerment1. This effort includes advocating for better representation in the workforce, pay parity and improved work-life balance. There are some specific steps that women

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