Tag: financial planning

Sun, Fun, and Summer Savings: 5 Thrifty Tips for Summer Traveling

Jun 28, 2022
Summer is here, and it could be time to hit the road on a new adventure. If you’re on a tight […]

Use Your Annuity to Pay for Long Term Care Insurance

Jun 20, 2022
Generally, to be considered a tax-free exchange rather than a taxable surrender, you cannot receive the annuity proceeds directly—the proceeds […]

Summer Time Reminds Us To Be Flexible

Jun 12, 2022
As summer heats up, it pays to take a good look at how flexible you are. When you plan for […]

4 Economic Benefits of Homeownership

Jun 4, 2022
Even though housing prices throughout much of the U.S. are at or near all-time highs, there are still many distinct […]

Is An Annuity Appropriate for You?

Jun 1, 2022
When it comes to your retirement, there are three factors that you may want to take into account when planning […]

529 Savings Plans- A Cheat Sheet for Common Questions

May 20, 2022
Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you […]

Six Uses for Life Insurance You May Not Know About

May 1, 2022
When people think of life insurance, what usually comes to mind is settling the deceased’s final expenses and providing financial […]

5 Attributes of Successful Entrepreneurs

Apr 20, 2022
What does an entrepreneur need to create a dynamic company? The right mindset is a big part of it. As […]

If Social Security Falls Short, Have a Plan

Apr 3, 2022
Are you worried about the current state of the Social Security system and how its future may affect your retirement […]

10 Ways to Use Your Tax Refund

Apr 1, 2022
As we approach tax day 2022, you may be expecting to receive a tax refund. While you may have a […]