Blog

When Your Spouse Dies: Taking the Helm

One of the most difficult experiences in life is the loss of a spouse. In addition to grieving the loss of your partner, you may also feel overwhelmed by the need to make important financial decisions that could have a lasting impact on your financial future. While no one can ever be completely prepared to deal with loss, especially when compounded by legal and financial concerns, there are steps you can take to ease the burden of additional stressors that you may encounter at this time.

Accentuate Your Pension

Retiring well is the best reward for a lifetime of hard work. But a successful retirement doesn't just happen--it is the result of careful planning.

Life Insurance: Changing Times, Changing Needs

Consider your current life insurance policy. When did you take it out? Is your coverage up to date? Have your beneficiaries changed? Has your estate grown? 

Beyond your IRA: An Alternative Way to Save for Retirement

Is there a better fit for your retirement savings than an Individual Retirement Account?

Relax, Your Social Security Benefits Are Safe

But it's still important for you to pace your claiming strategy in order to get the most money you can. 

Long-Term Care: Better Safe Than Sorry

What to keep in mind as you enter your "golden years."

The Dangers of Trying to Time the Market

The belief that you, or a particularly talented financial manager, can foresee the direction of the stock market is a seductive one.