Apr 11, 2018 | Retirement Planning
You look into the future. You picture yourselves as a couple who has worked together, accumulated your assets together, and combined your incomes to create your lifestyle for your “golden years.” It’s been a productive life and you live within your means. It appears...
Mar 15, 2018 | Retirement Planning
Term insurance is easy to understand. You pay the premiums and you have life insurance . . . no bells, no whistles. However, term products can differ. So it pays to compare different term products to your personal financial objectives. Download The Full Article for...
Mar 1, 2018 | College Planning
Will your children or grandchildren be prepared for retirement in 40 to 60 years? Are they too young for you to think about that? Perhaps not. Can they count on Social Security? Can they count on their employer providing a retirement plan or the stock market...
Feb 27, 2018 | Articles, Social Security Planning
When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. Download The Full Article for More Information by William F. Rainaldi, CFP® Regional Vice President Search...
Feb 12, 2018 | Retirement Planning
“It was the scariest day on Wall Street in years.” That’s how CNN described the Dow dip that took place on February 5. However, the stock market is known for these “dips,” and the February 5 dip was not a once-in-a-lifetime event. So how...
