White Elephant Inheritance
White Elephant Inheritance Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "something of little or no value." Of course,...
Find That Lost Retirement Account
Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most...
What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid...
Making a Charitable Gift
Making a Charitable Gift Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes finding smaller charities with bigger needs may increase the impact of your donation. Donating...
Exploring the Federal Student Grant Program
Exploring the Federal Student Grant Program You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 50% of high school seniors submitted a...
How Will Working Affect Social Security Benefits?
How Will Working Affect Social Security Benefits? In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
Reviewing Your Life Insurance Needs
Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example...
The A, B, C, & D of Medicare
The A, B, C, & D of Medicare Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care...
Four Reasons Millennials Need an Estate Strategy
Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1 Here are four great reasons: Estate Strategies: They're Not Just for...
What’s So Great About a Rollover?
What's So Great About a Rollover? Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored...
White Elephant Inheritance
White Elephant Inheritance Have you ever had to deal with a "white elephant"? Not the actual pachyderm, but what Merriam-Webster calls "a property requiring much care and expense yielding little profit" or, more simply, "something of little or no value." Of course,...
Find That Lost Retirement Account
Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most...
What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid...
Making a Charitable Gift
Making a Charitable Gift Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes finding smaller charities with bigger needs may increase the impact of your donation. Donating...
Exploring the Federal Student Grant Program
Exploring the Federal Student Grant Program You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 50% of high school seniors submitted a...
How Will Working Affect Social Security Benefits?
How Will Working Affect Social Security Benefits? In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
Reviewing Your Life Insurance Needs
Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example...
The A, B, C, & D of Medicare
The A, B, C, & D of Medicare Breaking Down The Basics Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care...
Four Reasons Millennials Need an Estate Strategy
Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate management?1 Here are four great reasons: Estate Strategies: They're Not Just for...
What’s So Great About a Rollover?
What's So Great About a Rollover? Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored...
