Blog
When is the Best Time to Take Social Security Retirement Benefits?
As you get older, the question of when to collect Social Security retirement benefits will likely come to mind, particularly true if you plan to retire early. In a perfect world, there would be one age that would be ideal. However, your unique circumstances and goals...
How Technology Can Improve Your Financial Wellbeing in 2021
The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being. So how can you, as a client, use...
The Cost of Procrastination
Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?”You’ve experienced one of...
Now is the Time to Schedule Your Fall Financial Review
October is the Financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals. Regardless of your age, it would be best of you...
Fall Festivities and Socializing- Safely
Socializing is critical for mental health, and people who associate with others live longer. Research also concludes that isolation can often lead to loneliness, depression, and other health problems. Especially now, during COVID-19, our desire to connect with others...
Health Savings Accounts: For Today and Your Retirement Years
If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement. HSAs allow you to save money tax-free through payroll deduction. Like traditional investments, some HSAs provide...