Financial Articles

Planning for retirement involves asking the big questions, such as: How do I protect and grow my savings? Or, do I have enough? Beyond this, however, you have other factors to consider, both financial and non-financial.

Your hard-earned dollars can keep a roof over your head and food on your table, but without understanding the meaning behind the money, how can you expect it to bring you a purpose-filled life?

Despite what you might hear, most lottery winners are happy and don’t end up bankrupt or miserable. In fact, many experience improved lives and continue to work even after their windfall.

You want to avoid “Accidents” in retirement, and every accident is a result of a risk that you knowingly or unknowingly took on. Therefore, the key to avoiding your retirement “Accidents” begins with the identification of the risks.

If you’re planning to work beyond age 62 and/or past your full retirement age (FRA) while simultaneously receiving Social Security benefits, there are important considerations to be aware of.

Your pursuit of financial independence and wealth is one many share. However, when it comes to being “rich”, a life affluent of money doesn’t guarantee a life void of conflict.

Your ability to build strong character takes time and often occurs during seasons of crisis and distress. In these instances, reflect on your reactions, learn from your mistakes and seek lessons from the experience.

Your financial plan, investment strategy and your life are all about balance. It’s all poison, if you absorb too much of it.

Amidst today’s record-high interest rates, you have an opportunity to explore investments that might be better suited for this environment. While certificates of deposit (CDs) and fixed annuities are common suggestions, there's another option worth considering: A fixed index annuity.

Despite what you may perceive at the onset, most failures (financial included) are the result of a chain of failures, versus one outlying moment of error.

What is the answer to this title, you ask? It’s the common belief that money provides control over your time.

You have access to a wealth of information and tools for making investment choices in today’s world. However, this abundance of choices can lead to feeling overwhelmed, thus hindering your ability to make well-informed decisions.