Retirement is your first opportunity to trade your work for something you want to do that will positively impact your health and well-being. Here are some things to consider.... more

Some financial advisors oppose using life insurance as an investment but, it is hard to ignore the remarkable tax properties of cash-value life insurance. Learn how it may help your financial plan.... more

Managing your credit cards doesn’t have to be a full-time job. Here are some tips to know what to look for. Don’t lose sight of why and how much you are using them.... more

If you receive stock options from your employer, here are some guidelines to better understand them and how they work.... more

Don’t wait until you are ready to retire to determine your Social Security benefit options. With hundreds of thousands of dollars at stake, a planning delay can prove very costly.... more

Teaching children the value of money can be difficult. Here are money myths you should avoid.... more

Review your retirement investments at least annually and use these planning tips to help you.... more

A good charitable giving strategy can help you with your philanthropic desires to maximize your capacity to give by targeting specific tax breaks offered through the tax code.... more

Determine your retirement readiness. Consult with a professional and do a little self – diagnosis. Here is a checklist to help you get started.... more

Learn what options are available to you if you max out your 401K contribution and want to invest more towards your retirement. Here are some ideas.... more

Before you apply for a car loan, do everything possible to get your financial house in order. Understand the key factors lenders consider when approving a loan.... more

Although it is summer, now is the time to plan on how you will pay for your holiday gift giving. Here are some tips to help you save for the holidays.... more

Don’t cast your credit cards out of your wallet. Here are 10 reasons why you should use your credit cards to improve your financial situation.... more

Plan for your fair share of Medicate benefits by starting the process five years before your enrollment date. The better your plan the more you can save.... more

Student Loans is a much discussed topic with no easy answers for how to fix the issue. However, the implications are life long.... more

Old debt may not be a legal obligation after a certain period of time. Before agreeing to anything with a collection agency, know your rights.... more

It may be difficult to talk to your family about your death but leaving them in the dark about your estate plan is not a good idea.  Here is some advice on what to do.... more

Put the dream of owning a home within your reach!  Check out these government assisted first – time homebuyer programs.... more

Understand your benefit options and steps you can take to ensure you receive the maximum Social Security benefits. Knowing this can possibly add thousands of dollars to your lifetime benefits.... more

Don’t really need your Required Minimum Distribution? You may want to consider a charitable option that is a win-win.... more

Gain control of your money and know where it is going. Whether you are technologically inclined or do your budget with paper and pen, these tips will help you.... more

Living in a mortgage-free home is a great feeling! This is just one of the benefits of a 10 year mortgage. Borrowers of all ages are taking advantage of the long-term cost savings.... more

There are strong opinions about Life Insurance as an investment after retirement. Learn some ideas for creating your strategy and whether it is right for you.... more

Investing isn’t rocket science, but it requires a strategy, discipline and patience to manage it. Your investment advisor should be your coach.... more