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2 min read

Make More Money by Assessing Your Lifetime Income Potential

Virtually everyone would choose to make more money if given the opportunity, but choices that impact your lifetime...

6 min read

How Real Estate can be a Good Investment During Inflation

If you’re sadly looking at your portfolio and wondering what happened, you aren’t alone. Inflation has hurt a lot of...

2 min read

Retirement Planning and More: 3 Questions to Ask Your Aging Parents

As people get older, many must begin to rely more upon their children for care and support. Even the most independent...

4 min read

Why You Need a Trusted Contact to Protect Your Finances

Think back to the last time you went to a doctor’s office or medical facility. You likely were asked to name an...

7 min read

Choosing a Mortgage Lender: The Number One Question to Ask

You’ve got a lot of decisions to make when you buy a home: property type, city, neighborhood, square footage, amount of...

8 min read

Financial Risks That Make It Difficult to Age in Place

An overwhelming majority of older adults want to remain in their homes as they age. A survey by AARP found that 77% of...

5 min read

How First-time Homebuyers Can Compete as Prices Rise

It’s a seller’s market out there. 

The shortage of homes available for purchase and growing competition among buyers...

5 min read

6 Reasons You Need an Emergency Fund in Retirement

An emergency fund—money dedicated to unexpected expenses—should be part of every household budget. When things go...

6 min read

6 Financial Tasks Retirees Should Tackle Now to Stay Independent and in Control

One of the key needs that people have is to be autonomous. In other words, it’s human nature to want to feel...

3 min read

Don’t Let Impulse Buys Damage Your Financial Health: Use the 30-day Rule

Impulse buys happen to all of us. You’re in a store or on a shopping website, and you see something you really want to...