Category Archives: Financial Services

The Health-Wealth Connection

Posted on Tuesday, July 18, 2017 by

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles.

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Don’t Let Rising Interest Rates Catch You By Surprise

Posted on Saturday, July 15, 2017 by

You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. However, you still have time to act before any interest rate hikes significantly affect your finances.

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Student Loan Debt: It Isn’t Just for Millennials

Posted on Wednesday, June 21, 2017 by

The increasing student loan debt burden of older Americans has serious implications for their financial security.

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What is a Funeral Trust?

Posted on Tuesday, June 20, 2017 by

Prepaying funeral expenses may allow you to “lock in” costs for future funeral or burial services at an agreed-upon price.

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Four Numbers You Need to Know Now

Posted on Tuesday, June 20, 2017 by

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

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Are You Ready to Retire?

Posted on Tuesday, May 16, 2017 by

Here are some questions to ask yourself when deciding whether or not you are ready to retire.

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Is it Wise to Trade Your Pension for a Lump Sum?

Posted on Tuesday, May 9, 2017 by

For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.

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Tax Benefits of Home Ownership

Posted on Tuesday, May 9, 2017 by

Buying a home can be a major expenditure. Fortunately, tax benefits are available to make home ownership more affordable and less expensive.

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You Can Avoid Common Medicare Part B Mistakes—Here’s How

Posted on Thursday, April 20, 2017 by

Applying for and utilizing Medicare Part B insurance can be confusing. If you utilize Medicare Part B insurance, you shouldn’t pay a penny more than you need to when you enroll in Medicare coverage.

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