Category Archives: Financial Services

Social Security and Medicare Trustees Reports: Financial Challenges Continue

Posted on Wednesday, August 9, 2017 by

Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The newest report shows continuing financial challenges for both programs.

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How do the Economic Milestones of Young Adults Today Compare with Prior Generations?

Posted on Tuesday, August 8, 2017 by

Compared to 40 years ago, the timing and accomplishment of milestones on the path to adulthood are much more diverse and complex today.

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Kickstart Your College Fund with a 529 Plan

Posted on Tuesday, August 8, 2017 by

If you’re looking to save money for college, one option to consider is a 529 college savings plan.

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Working in Retirement: What You Need to Know

Posted on Tuesday, August 8, 2017 by

Planning on working during retirement? If so, you’re not alone.

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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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