Recent News

29
Nov

Financial Planning Tips for Military Families

Sixty-five percent of military families have experienced financial stress, according to a finance and lifestyle survey by Military.com. This statistic is no surprise as they often face frequent deployments, high moving expenses, cost-of-living adjustments, and inconsistent pay. Here are some quick financial planning tips for all our veterans.

Read more

22
Nov

Four Reasons to Support Small Businesses

In 2010, American Express created a holiday called “Small Business Saturday.” It takes place every year on the Saturday after Thanksgiving to encourage Americans to support small businesses. This Small Business Saturday on November 27th, consider “shopping small” as you purchase holiday gifts. Here are several reasons why it’s essential to support small businesses.

Read more

15
Nov

November is National Family Caregivers Month

Many people care for a loved one out of necessity as their family members can’t care for themselves. Family caregivers often help with a wide range of household chores, social and companion needs, and managing finances.

Read more

8
Nov

The Importance of Long-Term Care Planning

According to the U.S. Department of Health and Human Services, over 70% of seniors will require long-term care at some point in their lives. Despite this statistic, very few people have a plan. Without a long-term care (LTC) plan, your finances will likely suffer if you need to pay for care. You may also put your family members in a challenging situation as they’ll probably take on the role of caregiver or help pay for your care. Here’s a closer look at what long-term care planning is and why it’s crucial. 

Read more

1
Nov

Financial Planning: Goals, Manage Roadblocks, and Get a Second Opinion

October is financial planning month and a great time to review your financial situation. Regardless of what your goals are, financial planning can help you achieve them. Financial planning is examining your financial situation and designing a specific plan to help you reach your goals.

Read more

25
Oct

How to be Smart Using Credit

Taking steps to improve your financial skills includes understanding how to be smart using credit before you ever open any credit account. If you don’t take credit seriously, you may run into issues when applying for a mortgage, car loan, or funding for education through a loan.

Read more

18
Oct

What You Need to Know About National Retirement Security

National Retirement Security Week is October 17th through October 23rd. This week, Americans are encouraged to reflect on their retirement goals and determine whether they’re on track to reach them.

Read more

11
Oct

National Savings Day: October 12th

October 12th is National Savings Day, a day designated to celebrate the act of saving and share simple ways to polish existing saving habits. Saving money doesn’t need to be difficult, as many people have already perfected the art of saving. Saving money can be fun if you simplify saving automatically as a financial resource for you to use later when you need it. When you’re aware of how to save, budget, and automate savings, you’re well on your way to successfully saving. Here are some tips to get you to start saving:

Read more

4
Oct

Alzheimer’s Disease, Dementia, Long-Term Care and Planning

Dementia affects almost 50 million people worldwide, with a new case of dementia diagnosed every 3 seconds. More than 6 million Americans suffer from degenerative brain disease in the form of Alzheimer’s. Dementia is the leading cause of disability and dependency and the sixth leading cause of death among the elderly. Dementia kills more people each year than breast cancer and prostate cancer combined. This makes planning for long-term care essential in the world today.

Read more

27
Sep

Making a Difference Through Charitable Giving

On September 5th, consider participating in the International Day of Charity by donating to a cause or organization you value. Here are some types of Charitable Giving vehicles:

Read more