This week’s article may help you to think about why you are purchasing life insurance. There are several different reasons why you would purchase life insurance: Once you understand why you’re purchasing life insurance, that helps you determine how much life insurance you need. Contact us if you need assistance in navigating this and ascertaining
How Much Life Insurance Do I Need? Read More »
Older Americans may have many reasons for taking on part-time work after leaving their full-time job behind. It’s becoming more and more common for retirees to work well into their 60s, 70s, or even 80s. Are you among those considering a part-time job? If you are, it’s important to know how that income can impact
How a Part-Time Job Can Affect Your Finances Read More »
The National Council on Aging reports that financial scams targeting older adults are on the rise. According to the Federal Bureau of Investigation in 2021, there was a 74% increase in losses to older victims of fraud compared to 2020. Why is this? Con artists and fraudsters tend to go after older adults because they
Con Artists and Fraudsters Read More »
Often when we ask ourselves ‘Have I saved enough for retirement?” we’re really just asking if we can afford to give financial gifts or assistance to our children or grandchildren. The difficult part in answering this question is due to the uncertainty of planning for long-term care. Not to mention, you really don’t know what
Children and Grandchildren Read More »
We are often asked about “financial literacy.” The phrase refers to the ability to understand and use various financial skills, and is the foundation of your relationship with money. A strong foundation of financial literacy will generally make you less vulnerable to financial fraud, and can help support you in deciding what goals are the
A Foundation of Financial Literacy Read More »