Gen X Women’s Retirement Goals
Gen X women believe they will need over $2 million for a comfortable retirement —a number that significantly surpasses the goals of other generations.
College Savings for 2025: Tips and Strategies
Tips for ways to save for college and the possible pitfalls one may encounter. Tax-advantaged accounts for college savings can be an excellent option.
Medicare 2025: Why It Matters to Shop Around
It’s open enrollment time. This year, it’s vital to understand how Medicare changes in 2025 will affect your health care and financial future.
Women Entrepreneurs Need a Path to Financial Freedom
Why women entrepreneurs face unique challenges saving for retirement & how they can plan better.
A Critical Combo: Life Insurance with Long-Term Care Benefits
An important part of any retirement strategy involves accounting for potential long-term care (LTC) expenses, which can be surprisingly high. The median cost of a private room in a nursing home was $9,733 in 2023, while a full-time home health aide was $6,292 per month.1...
Navigating Inflation in Retirement
Navigating inflation in retirement can help ensure financial security and peace of mind. Learn strategies to protect your savings.
Health and Wealth: Longevity in Retirement Planning
Americans underestimate how long they'll live. Longevity is a critical factor in retirement planning.
The Value of a Year-end Investment Review
A regular investment review and adjustment of your investment strategy can help weather market volatility.
Wrapping Up Your Finances: A Comprehensive Year-End Guide
This year-end financial planning guide will walk you through essential tasks for wrapping up your finances before the year ends.
Family Caregivers and Financial Challenges
Use this Family Caregivers Month to learn about the growing challenges faced by the Sandwich Generation & tips for planning LTC.