Financial Planning
Guide to 529 Plans
Last Updated: February 14, 2024 Saving for your children’s or grandchildren’s college education can seem like a daunting task, especially with the skyrocketing costs of higher education. Since 2000, the…
Read MoreHow Retirees and Pre-Retirees Can Hedge Against Inflation
Last Updated: February 14, 2024 Today’s dollar buys far less than it did 10, 20, and 30 years ago—much like today’s dollar will not have the same purchasing power in…
Read MoreInflation: What It Is and Why You Should Care
Last Updated: February 14, 2024 Have you ever heard your grandparent say, “I remember when a gallon of milk cost 30 cents!”? Shoot, you may even have examples from your…
Read MoreWhat Is a Variable Annuity?
Last Updated: February 14, 2024 Variable annuities can help you meet your long-term financial goals and provide a guaranteed income stream in retirement, but they are not without their drawbacks…
Read MoreWhat Is a Fixed Annuity?
Last Updated: February 14, 2024 The predictability and stability of a fixed annuity have made it a popular choice for some saving for retirement. Annuities offer a guaranteed income stream…
Read MoreWhat Is a Deferred Annuity?
Last Updated: February 1, 2024 Annuities can provide supplementary income to your primary retirement savings. If you are looking to add some security to your portfolio with a guaranteed retirement…
Read MoreWhat Is an Immediate Annuity?
Last Updated: February 1, 2024 Company-provided pensions are on the way out, but what if there was a way you could purchase your own “pension” of sorts? What Is an…
Read MoreYou’re Young, So What? 7 Crucial Tips for Young People Beginning Their Financial Journey
Last Updated: February 1, 2024 You’re young, so what? Time is money. And, while cliché, there’s truth to those three words. If you’re a young adult, you might be asking…
Read MoreWhat Is Financial Risk Tolerance?
Last Updated: February 1, 2024 When you hear the word “risk” in association with your money and investing, what do you feel? Are you excited about the opportunity for high…
Read MoreWhat Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan
Last Updated: February 1, 2024 Do you consider yourself a good money saver? Do you live below your means? Do the market ups and downs make you nervous? If having…
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