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Market Commentary (2)
Is Long-Term Care Insurance Worth the Money?
August 13, 2024
As you age and enter retirement, concerns about health and care needs and associated costs become more prominent. Long-term care insurance can help..
'Sandwich Generation' Caregiving Is Crimping Retirement Plans
August 7, 2024
Recent research from Nationwide and the Alliance for Lifetime Income highlights the financial strain on the 'sandwich' generation—adults..
Americans being hit by 'Tsunami of Fraud'
July 31, 2024
In the digital age, the U.S. faces an alarming surge in fraud, potentially costing $137 billion annually. The Federal Trade Commission (FTC) reported..
Medicare coverage when traveling: What to know.
July 24, 2024
Traveling during your 'golden years' can be exciting and enriching. You finally have the time to take more extended vacations and kick back and..
2025 Social Security COLA
July 17, 2024
In 2025, retirees are likely to receive a smaller cost-of-living adjustment (COLA) compared to recent years. The official announcement will come in..
What is a CFP®?
July 8, 2024
The Certified Financial Planner™️ (CFP®️) designation is recognized globally as a standard of excellence in the field of financial planning. To..
When Will Mortgage Rates Go Down?
July 1, 2024
Since late 2022, mortgage rates have sharply risen from 6% to nearly 8% by fall 2023, marking the highest in over two decades. This increase, coupled..
Divorce and Finance 101
June 25, 2024
Divorce is a common situation that many people will face in their lifetimes. Knowing what to do before, during, and after a divorce can set you up..
Is Money the Key to Happiness?
June 18, 2024
Many people assume that more money is the key to satisfaction and happiness. However, Time documents that Post-World War II America has seen a..
What's My Personal Net Worth?
June 12, 2024
This article and worksheet from the FDIC could come in handy as you navigate your finances. The article discusses net worth and the appropriate..
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