Category Archives: Financial Services

Five Common Financial Aid Myths

Posted on Friday, September 8, 2017 by

With the rising costs of both private and public colleges, financial aid has become essential for many families. So how much do you know about this important piece of the college financing puzzle?

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Does Your Business Need a Buy-Sell Agreement?

Posted on Friday, September 8, 2017 by

When you’re mired deep in the day-to-day challenges of the management of your business, it’s often hard to step out of the trees and take a good hard look at the forest. But at various points in the business cycle, it’s important to do just that.

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Medicare and Your Employer Health Plan

Posted on Thursday, September 7, 2017 by

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll need to consider the benefits and costs before making your decision.

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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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