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4 min read

How to Speak About Finances So Your Parents Will Listen

By Carefull on 9/1/23 10:00 AM

Watching the news unfold in this era of COVID-19, many of us are experiencing varying levels of anxiety and stress – especially if you have family members who are at high risk for complications.

Topics: Retirement Planning Financial Planning Planning in Advance Estate Planning
8 min read

How Does Social Security Work?

By Northwestern Mutual on 8/14/23 11:45 AM

If you’ve ever looked closely at your paycheck (or your self-employment taxes, if you’re self-employed), you’ve probably noticed a portion of your earnings is taken out every month for Social Security. Those contributions are tied to a benefit you could be eligible for someday, one that many Americans take advantage of in retirement. According to the Social Security Administration, 66 million people received monthly Social Security benefits in 2022—and 51 million of those were retirees and their families.  

Topics: Financial Planning Planning in Advance
1 min read

Your Mid-Year Retirement Planning Checklist

By NAIFA on 8/11/23 10:00 AM

It's not January 1st, but who says you can't make a resolution at any time of year? Now is a great time to review your saving, investment, insurance, and tax strategies for retirement. Not sure where to start? Use this guide to make sure you don't forget anything!

Topics: Retirement Planning Financial Planning Planning in Advance Retirement Retirement Plans Individual Retirement Accounts
5 min read

Life Insurance in Your Retirement Planning

By Northwestern Mutual on 7/28/23 10:00 AM

Once the kids move out and the house is paid off, it may seem like you don’t really have a need for life insurance anymore—after all, some of the main things you would want a death benefit for are now behind you (phew!). But as you approach retirement, life insurance—specifically permanent life insurance—can still fulfill many different roles in your financial plan.

Topics: Retirement Planning Life Insurance & Annuities Financial Planning Planning in Advance Retirement Insurance
4 min read

Americans Say Working with a Financial Advisor Boosts Confidence

By NAIFA on 7/26/23 3:09 PM

A new study from Northwestern Mutual highlights the state of financial planning in America and the role of financial advisors in boosting confidence and trust. According to the data, about two-thirds of Americans believe their financial planning is insufficient, with younger adults showing even higher concern. Economic uncertainty has prompted some people to seek or plan to work with financial advisors.

Topics: Financial Planning Planning in Advance Benefits of a Financial Advisor
8 min read

How to Protect Your Finances as You Age

By Cameron Huddleston, Carefull Family Finance Expert on 6/12/23 10:00 AM

Freedom. Enjoyment. Stress-free. 

Those are the top three words that workers surveyed by the TransAmerica Center for Retirement Studies said they associate with retirement. However, to enjoy freedom in retirement and live stress-free as you age, you need to take steps to protect your finances. Otherwise, you could end up facing the biggest fears that those surveyed by TCRS said they have about retirement: outliving savings and declining health that requires long-term care.

Topics: Financial Planning
1 min read

NAIFA Celebrates National Lucky Penny Day!

By NAIFA on 5/23/23 8:00 AM

On May 23rd, we celebrate National Lucky Penny Day. The penny may be the smallest denomination of American currency, but it has a big story to tell. In today's society, finding a penny is often seen as a sign of good luck.

This is also a perfect day to look at the power of the penny when it comes to saving and investing!            

Topics: Financial Planning Financial Literacy
4 min read

Tempted by FOMO? Ask Yourself These 7 Questions

By EveryIncome on 5/15/23 10:00 AM

Your best friend invites you to her unexpected destination wedding. The $3,000 tropical trip is next month.

Topics: Financial Planning Financial Security
4 min read

Yours, Mine & Ours: How Couples Counselors Say You Should Talk About Money

By EveryIncome on 5/12/23 10:00 AM

When we fall in love, everything is idealized. We promise to spend our lives together. We make plans for the future. And we often forget to talk about money.

As more couples wait until later into adulthood to get married, it becomes more of a challenge to blend households, says Ted Chapin, Ph.D., President of Chapin & Russell Associates in Peoria, Ill., and a licensed clinical psychologist.

Topics: Financial Planning Planning in Advance Financial Wellness Financial Literacy
3 min read

Need Extra Income? Harness Your Passion to Earn It

By EveryIncome on 5/8/23 10:00 AM

If you’re looking to generate extra income, a great place to start is by looking at the things to which you’re already devoting time and energy.

Topics: Financial Planning Lifestyle Planning