Blog
The Importance of Financial Education in the Workplace
Financial literacy may seem like a no-brainer, but statistics say otherwise. According to Annuity.org, more than 30% of Americans said they are just getting by in terms of their finances. This means that debt management, investment,...
Read MoreShould You Buy Long-Term Care Insurance?
The longer you live, the greater the chances you'll need some form of long-term care. If you're concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may...
Read MoreGreat Ways to Save This Holiday Season
Navigating the holiday season while keeping your finances intact is quite the challenge. Exploring these effective tips may go a long way to helping save you money during this festive period. From thoughtful gift-giving to strategic...
Read MoreCaring for Your Aging Parents
Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your...
Read MoreBeware of Grinches: How to Stay Safe from Holiday Scams
It’s the holiday season and there’s nothing more festive than fraudsters and scam artists coming out of their holes to steal money from you. But we’ve got you covered. The more you know about these potential holiday...
Read MoreShow All
The Financial Future of Longevity: A Guide to Planning for a Longer, Healthier Life
Since the beginning of our existence, humans have associated long life as a gift, a stroke of luck, or the result of good genetics. With advancements in technology that help enable medical breakthroughs and the increasing knowledge on...
Read MorePart C and Part D Plans: Understanding Your Medicare Options
Medicare is a healthcare program offering coverage to eligible individuals aged 65 and older and those with certain disabilities. It operates as a federal health insurance program, primarily funded through payroll taxes, providing...
Read MoreOpen Enrollment 2023: How to Optimize Your Health, Life, and Financial Coverage
Open enrollment is the annual designated period where employees review, adjust, or select coverage plans to accommodate their evolving needs. This year's timeframe begins from November 1, 2023, to January 15, 2024.
Read MoreMerging Your Money When You Marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial...
Read MoreChoosing a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to...
Read More