• Points to consider when setting a retirement savings goal

    Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.

  • Protecting your loved ones with life insurance

    Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. It's important to understand the different types of policies and what type of insurance is right for you in order to protect your loved ones.

  • Financial planning issues for new parents

    As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan.

  • Setting financial and investment goals

    Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?

  • Translating goals into action

    Creating an estate plan may seem like a difficult and complex undertaking. But if you approach the task in steps, you will find you can transform your financial goals into an action plan that will help protect your family’s financial future.

  • A family conversation on estate planning

    Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability. Then, as if that weren’t enough of a challenge, you’re often met with a confusing maze of jargon and decisions to make that can leave you frozen in your tracks—with documents unfinished, accounts incorrectly titled, and trusts unfunded.

  • Trust basics

    Their power is in their versatility--many types of trusts exist, each designed for a specific purpose.

  • How to fund your child’s college education

    When the college bill comes, what are your next steps?

  • Talking to your millennial children about finances

    Millennial children grew up during a very uncertain time. During their teenage years and young adult lives, they watched the “dotcom” bubble burst and account values shrink during the great recession.

  • Millennials and Gen Xers: Reshaping retirement planning

    Gone are the days when someone retires from the company that launched their career. The path to retirement that existed for previous generations has changed for Millennials and Generation Xers, and this is changing how young people need to think about retirement planning. The new path forward offers more mobility, but it also comes with greater responsibility.

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