Managing your finances can be a real chore, but organizing your income, expenses, investments and other financial files can significantly contribute to your financial success, allow you to access important documents and ensure that your loved ones can find the right paperwork when you’re gone.
Figuring out what kind of life insurance you need can be complex. To make sure…
The start of a new year is a good time to review your current financial situation and take steps to successfully manage and secure the health of your financial life, now and in the future. This process is known as financial wellness. Here are some ways to achieve it.
If it’s your first time shopping for life insurance, there’s a good chance you may not know which option is the right one for you. Finding the best match requires some homework before you make your choice. Here’s a breakdown of the various life insurance options to help you figure out which one fits best.
American consumers’ top three financial concerns are health coverage, savings goals, and living expenses. What if we told you their fourth financial concern, life insurance, had the potential to solve for the first three?
Whether you’re ready for retirement income or not, IRS rules require that you start drawing down your savings from certain types of accounts when you reach a certain age. Unfortunately, navigating IRS rules can be a lot like a puzzle, especially when it comes to figuring out required minimum distributions (RMDs). Here are some tips on how to handle them.
The key to establishing financial wellness is to build good habits. This often means making some behavior changes in your life. It isn’t always easy to make adjustments in your life, but with some planning you can take small steps toward achieving your goals. Here are 4 ways to start.
An emergency situation can easily upend your life if you aren’t prepared. To prevent dramatic and lasting effects on your future, you need to do some planning and saving to help you get through a financial disaster.
Save for retirement or get rid of debt? The answer to this serious financial question is often difficult. But if you’re having a hard time choosing which one is more important, the good news is that you don’t necessarily have to. It is possible to do both. Here are 6 tips to help you find the right balance.
Whether you’re an entrepreneur thinking about how to protect your share of the business or are looking for ways to reward your top performers, life insurance could be a solution.