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An Overview of Catch-Up Contributions
If you’re age 50 or older and want to save more money for retirement, you should most certainly familiarize yourself with catch-up contributions.
Is a Fixed-Index Annuity Right for Me?
Fixed-index annuities are some of the most popular types of annuities out there, but are they right for you? Read this post to find out.
How to Minimize Taxes on Social Security Benefits
Looking to minimize taxes on your Social Security benefits? Check out this post.
The Importance of Updating Your Retirement Account Beneficiaries
If you have a retirement account or life insurance policy, it’s crucial to stay up-to-date with your list of beneficiaries.
FAFSA’s Getting an Overhaul: Here’s What to Expect
If you or a child plan on applying for federal financial aid for college, be sure to familiarize yourself with upcoming FAFSA changes.
Financial Considerations to Make Before Getting a Divorce
Splitting investments, filing for taxes, and life insurance are just some of many financial considerations you’ll need to make amidst a divorce.
Retiree Regrets: What Retirees Would Tell Their Younger Selves
Check out the top financial concerns shared by current retirees so you can better plan for your future.
Is a 3-2-1 Buydown Mortgage a Good Idea?
What exactly is a 3-2-1 buydown mortgage, and how can you evaluate if it’s in fact a good deal? Read this article to learn more.
5 Ways to Know if It’s Time to Downsize Your Home
If you’re wondering if and when to downsize your home, here are five considerations that can help you better evaluate your decision.