Category Archives: Financial Services

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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Four Ways to Double the Power of Your Tax Refund

Posted on Tuesday, April 18, 2017 by

What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

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Spring Cleaning Your Finances

Posted on Thursday, April 13, 2017 by

While most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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Converting Retirement Savings to Retirement Income

Posted on Friday, April 7, 2017 by

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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