Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
Insurance, Annuities, and Investments
Blog Listing
The road to an interest-only retirement
A retirement funded by interest income alone needs sufficient savings and a plan to offset inflation.
New Year’s money resolutions: Goal-setting for success
Financial New Year’s resolutions should be realistic, achievable goals.
How to ditch that holiday debt
You blew your budget on holiday gifts. Financial experts offer tips for paring down debt.
SECURE retirements now a reality for businesses
A new law will make it less costly for business owners to provide retirement plans for their employees.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
No small problem for small businesses
Many employers are enhancing traditional plans and benefits with nontraditional voluntary products and services.
Low-cost gift ideas for the holidays
Gifts from the heart can cost little to nothing, but they do take extra planning.
When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
Holiday weddings: Promises and perils
Couples planning a wedding around a winter holiday must navigate carefully.
'It’s a Wonderful Life' and an insurance lesson
A classic holiday movie, “It’s a Wonderful Life,” points up a useful aspect of life insurance.
How to catch-up on retirement savings at age 50 or older
Retirement savings catch-up contributions are available for various savings plans.
Tips to help maximize your retirement income
There are benefits to having a financial plan and being thoughtful in your retirement approach.
Thanking those who help us find our way home for the holidays
From train conductors to baggage handlers... many give up their own holidays to help us get home to ours.
Tips to curb your spending this holiday season
Consumers, especially younger generations, are likely to rack up credit card debt again this season.
6 signs you may be underinsured
Income rose? Only group coverage through work? Debt? Maybe it's time to revisit your policy.
Employers fret about employee finances
Struggling employees hurt productivity, so businesses are looking for ways to ease the strain.
Prepared for a disability? Business overhead insurance
Help protect your business in case of a disability through overhead expense insurance.
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