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Tips to Help You to Live for Now and Save for the Future

It’s the classic dilemma at the heart of every financial plan: Do you live for today or save for the future? The conservative and prudent advice is to live on a modest budget today so you have plenty of assets in reserve for future needs, especially after you retire....

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Should a Will Substitute Be Part of Your Estate Plan?

You probably know that a will is the most fundamental part of any estate plan, but did you know that a will doesn’t have to be the only component in your plan? A will can achieve many things, including the distribution of your assets to the appropriate heirs. However,...

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Life Insurance: Do You Need It?

A wide range of risks can threaten your ability to reach your biggest goals, such as home damage, medical issues or other emergencies. While you may use a variety of financial tools to minimize your risk exposure, it’s possible that you haven’t protected your family...

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Increase Your Retirement Savings With These 3 Tips

Do you feel like you’re behind on your retirement savings? You’re not alone. According to a recent study by the Economic Policy Institute, the average American family between age 50 and 55 has just over $124,000 saved for retirement, while those between age 56 and 61...

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Roth IRA vs. Traditional IRA: 3 Key Differences

Ready to get serious about saving for retirement? You may already contribute to your employer’s 401(k) plan. However, that’s not your only retirement savings option. You can also contribute as much as $5,500 in 2017 to either a traditional IRA or a Roth IRA. That...

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Do You Understand Your Term Life Insurance?

Are you in the market for term life insurance? Or do you currently own term life insurance but are wondering whether a permanent policy may be a better strategy? Term life insurance is a popular and effective way to manage one of life’s most dangerous risks. If you...

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