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Oct 4, 2022

What should Alzheimer’s caregivers know?

If you have a family member who has been diagnosed with Alzheimer’s disease, or is starting to show symptoms, you will face some real challenges.

Navigating the Alzheimer’s experience involves a long journey, and there’s no easy answer for how you can cope with your emotions.


Sep 20, 2022

Should you stick with index-based investments?

You may have heard that you can simplify your investment strategy just by owning index-based or passive investments. But is this a good idea?

You’ll want to consider the different aspects of this type of investment style.


Aug 30, 2022

Are you properly insured?

You probably won’t see it on your calendar, but September is Life Insurance Awareness Month. And it is indeed important to be aware of the importance of life insurance. Are you adequately insured?

Many people aren’t. About 40% of Americans face some type of life insurance gap, either because they’re uninsured or under insured, according to a 2021 survey by the research and advocacy groups LIMRA and Life Happens.


Aug 23, 2022

Should you own bonds when interest rates rise?

As you know, the stock market has attracted a lot of attention – and for good reason, as we’ve seen considerable volatility almost from the beginning of the year.

But if you own bonds, or bond-based mutual funds, you might also have some concerns. However, it’s important to understand why bonds should continue to be an important part of your portfolio.


Jul 11, 2022

What to expect from a financial advisor

If you know how important it is to invest for your future, but you’re unsure of the road to follow, you may want to get some guidance and direction from a financial professional. But if you’ve never worked with one before, what can you expect?

Jun 15, 2022

What’s your investment risk tolerance?

Risk is a normal part of investing. If you didn’t take on any risk, you wouldn’t have the potential to achieve higher returns. But how much risk should you accept?

May 13, 2022

Retiring early? Know your health care choices

Life doesn’t always go as planned. For example, you might think you’ll retire at 65 or later, when you’ll be eligible for Medicare. But if you retire before then, how will you pay for your health care?

May 5, 2022

New opportunities for 529 plan owners

If you want to provide educational opportunities for your children or grandchildren, you may want to consider investing in a 529 plan. In recent years, this plan has gotten more flexible, and potentially more powerful, than ever.

Apr 21, 2022

Financial issues facing women business owners

As a business owner, you’re always busy, so it’s understandable if you’ve put off thinking about events that won’t occur until far in the future – such as your retirement, the sale or transfer of your business and the settling of your estate. Nonetheless, it’s a good idea to start planning now, while also recognizing the special challenges that women business owners face in these areas.

Mar 24, 2022

HSA: A healthy way to save for retirement

Many expenses in life are unpredictable. But there are two things you know you’ll have to pay for: medical bills and retirement. You’ll probably need to take a variety of steps to meet these costs, but one financial instrument that can help is a health savings account (HSA).If you’re not familiar with an HSA, here […]