Investments and Financial Planning

Top 10 Ways to Save For Retirement

By |2021-10-22T15:25:26+00:00July 7th, 2021|Investments and Financial Planning|

10 Ways to Save for Retirement 1. Know Your Retirement Needs - Retirement is expensive. Experts estimate that you’ll need about 70% of your pre-retirement income (90% or more for lower earners) to maintain your standard of living when you stop working. 2. Find Out About Your Social Security Benefits [...]

How to Invest in Your Future Pre-Tax

By |2021-10-22T15:23:06+00:00May 28th, 2021|Investments and Financial Planning|

Did you know? Retirement is expensive, plain and simple. Experts estimate that you will need 70% of your pre-retirement income (90% or more for low-income earners) to maintain your standard of living when you stop working. With this in mind, it’s time to take charge of your financial future. [...]

Prioritize Saving for Retirement

By |2021-10-22T15:23:02+00:00April 21st, 2021|Investments and Financial Planning|

Prioritize Saving for Retirement Today Financial experts estimate that you will need about 70% of your current annual income to live comfortably during retirement. For low-income earners, you may need 90% or more of your current income to maintain your standard of living when you stop working. Take charge of your financial future [...]

End of Year Insurance Checklist 

By |2021-10-21T17:32:12+00:00December 1st, 2020|Investments and Financial Planning|

As we turn the page to a new calendar year, it's a great time to take inventory, reflect on the past, and make plans for future goals. You might be caught up in all of the joys of the holiday season but don’t forget to consider any changes in your relationships, home or professional life, [...]

5 Reasons Millennials Need Life Insurance

By |2021-10-08T14:53:50+00:00September 28th, 2020|Investments and Financial Planning|

Yes, we're talking to you... If you’re a millennial, you’re probably thinking “Why do I need life insurance? That’s something I shouldn’t have to worry about now.” The truth is, no one likes to think about their own death. It can be hard enough keeping up with your friends, your love life, and [...]

5 Ways to Plan for Your Financial Future

By |2021-10-21T17:02:44+00:00November 15th, 2019|Investments and Financial Planning|

Now is a good time to begin thinking about your annual financial plan. If you have already started to plan,  then you deserve a *virtual high five* from us! If you haven’t started, don’t worry - this guide may help you understand how to begin planning for your financial future.  Why should I bother thinking [...]

4 Types of Insurance for College Students

By |2021-10-08T14:53:31+00:00August 28th, 2019|Investments and Financial Planning, Personal Insurance|

Insurance to Protect Your College Student It’s that time of year again! Students around the country are getting ready to head to school. Whether your child is heading off to college for the first time or a seasoned upperclassman, you’re probably thinking about dorm supplies, textbooks and how you’re going to cope [...]

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