Category Archives: Financial Services

The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

Posted on Friday, December 9, 2016 by

With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.

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What It Means to Be a Financial Caregiver for Your Parents

Posted on Friday, December 9, 2016 by

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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Playing Catch-Up with Your 401(k) or IRA

Posted on Wednesday, December 7, 2016 by

If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.

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The Billion-Dollar Lost-and-Found of Unclaimed Life Insurance Policies

Posted on Wednesday, December 7, 2016 by

It is difficult enough to deal with the emotional loss of a loved one. But what if your deceased loved one’s financial documents – particularly their life insurance policy or policies – have been misplaced, or simply can’t be found?

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Will vs. Trust: Is One Better Than the Other?

Posted on Tuesday, November 8, 2016 by

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you.

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Are You Ending 2016 Healthy, Wealthy and Wise?

Posted on Friday, November 4, 2016 by

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

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What Changes Can I Make During this Year’s Medicare Open Enrollment Period?

Posted on Friday, November 4, 2016 by

Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment Period. Here is what you might want to consider changing for the coming year.

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Ten Year-End Tax Tips for 2016

Posted on Wednesday, October 5, 2016 by

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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What Are My Health Care Options if I Retire Early?

Posted on Wednesday, October 5, 2016 by

If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. Given the high cost of medical care, you might find it hard to turn down an early-retirement package that includes such coverage.

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Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials

Posted on Wednesday, October 5, 2016 by

Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations.

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