December 11, 2017

Year-End Charitable Gifting

Year-End Charitable Gifting What should you keep in mind as you donate? Provided by :   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the […]
September 7, 2017

Life Insurance Products with Long Term Care Riders

Life Insurance Products with Long Term Care Riders Are they worthwhile alternatives to traditional LTC policies? Provided by :   The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are […]
August 25, 2017

Before You Claim Social Security

Before You Claim Social Security A few things you may want to think about before filing for benefits. Provided by :   Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will […]
August 8, 2017

Getting (Mentally) Ready to Retire

  Getting (Mentally) Ready to Retire Even those who have saved millions must prepare for a lifestyle adjustment.  Provided by:     A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down […]