Year-End Charitable Gifting
What should you keep in mind as you donate? Are you making charitable donations this holiday season? If so, you should know about some of...
Should We Reconsider What “Retirement” Means?
The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops...
Life Insurance Is Probably Cheaper Than You Think
Good news for those apprehensive about the premiums – and the process. According to a new study, 41% of Americans lack life insurance...
Are Too Many Baby Boomers Too Indebted?
Financial burdens could alter their retirement prospects. Imagine retiring with $50,000 of debt. Some new retirees owe more than that....
Will Debt Spoil Too Many Retirements?
What pre-retirees owe could compromise their future quality of life. The key points of retirement planning are easily stated. Start...
The Importance of a Life Insurance Audit
Is it time to review your policy? Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have...
Refrain from Tapping Your Retirement Funds
Resist the temptation. Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such....
Questions After the Equifax Data Breach
Consumers may be at risk for many years. How long should you worry about identity theft in the wake of the Equifax hack? The correct...
Is Your Company’s Retirement Plan as Good as It Could Be?
Many plans need refining. Others need to avoid conflicts with Department of Labor rules. At times, running your business takes every...
The Equifax Data Breach
Have you been affected? If so, how can you try to protect yourself? On September 7, credit reporting agency Equifax dropped a consumer...