Aug 13, 2024 | Age 55+, Individuals
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed. If you are thinking about dropping your...
Aug 2, 2024 | Age 55+, Family Finances, Individuals, Investing Basics
Many people often find that they know far less about their retirement plan than they thought. Test yourself with the quiz below and see how much you know about your financial future. What type of retirement account do you have with your employer? 401k 403b 457b...
Jul 17, 2024 | Family Finances, Individuals, Investing Basics
Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact investments account for $1.164 trillion of managed...
Jul 5, 2024 | Age 55+, Family Finances, Individuals
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees...
Jun 21, 2024 | Age 55+, Family Finances, Individuals
Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll...
