Is Your Family Covered with Life Insurance?
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. September is National Life Insurance...
Medicare Enrollment: Your Options for 2017 and 2018
Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either...
One of the Best Letters You Will Ever Write: Your Retirement Resignation
Are you ready to retire from your job? Even if you're not there yet, download our sample retirement resignation letter to use in the...
Fixed and Indexed Annuities: Fact or Fiction Quiz
Fixed and Fixed Indexed Annuities may be the most misunderstood retirement vehicle of all time. But are they really that complicated?...
Biases Hindering Our Retirement Savings Efforts?
They may affect our attempts to build wealth. Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of...
How to Boost your Retirement Savings: Monthly Budgeting
Employing a budget into your personal finances may be the biggest step toward your goals. To download the Free Monthly Retirement Budget...
Social Security: Myths vs. Facts
Dispelling some misconceptions about the program. Some myths & misconceptions keep circulating about Social Security. These are worth...
Having the Money Talk with Your Children
How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or...
Joint Tenants with Full Right of Survivorship: The Poor Man's WILL or The Poor Man's TRAP?
Joint tenancy is considered by many people as a valid reason for not having a Will or a Trust. The reason being is if everything is held...
What is Estate Planning and Why You Need To Do It.
First let's define an Estate and Estate Planning. An Estate is the total property, real and personal, owned by an individual prior to...
