Blog
A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1 That may not seem like a big...
Practical Tips: How to Avoid These 4 Estate Planning Missteps
Longevity in Retirement & What You Should Know
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own...
Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel. But beyond the peaceful horizon of your post-work years, the dark clouds of healthcare and long-term care costs are gathering. It’s crucial...
Top 4 Social Media Money Scams & How to Spot Them
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or...
5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future...
4 Financial Mistakes to Avoid this Spring
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes...
Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help...
How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real...
Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing...