Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you. America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for
Making Decisions About Life Insurance
Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we
2021 Limits for IRAs, 401(k)s and More
Numbers to know for 2021. On October 26, 2020, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to
Markets & Marriage
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument
Robo-Advisors vs. Human Financial Professionals
Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested assets in the hands of
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
How Medigap Choices Have Changed
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020
The Social Security Administration Announces 2021 COLA
What you should know about the most recent cost-of-living adjustment. On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for
Financial Strategies for Young Families
It’s never too late to start. The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find
Will Political Changes Affect the Economy?
Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will