Why you can win with a steady investment strategy
A consistent, diversified investment strategy can help you reach your goals.
Insurance, Annuities, and Investments
Blog Listing
Setting financial goals: Savings
Set a plan for your savings goals as part of a long-term financial strategy.
Setting financial goals: Income
Don't ask how much you will make, but how much you could make.
Setting financial goals: Debt
View the elimination of debt as a long-term financial goal and create a schedule and plan.
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.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
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.
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.
This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
Disability facts that may surprise you
Statistics and data show that disability is more of a possibility than most people think.
The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
Benefits and open enrollment: 5 tips
Make the most of your insurance open enrollment period by avoiding common mistakes.
How lapses in life insurance policies hurt you
To enjoy the full benefit of a life insurance policy, be vigilant about keeping it in force.
Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
From soldier to civilian: Military financial transitions
Besides the obvious changes in lifestyle, there are fundamental money management changes to negotiate.
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