Investments and Financial Planning

Top 10 Ways to Save For Retirement

By |2021-10-08T14:53:05+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 [...]

Prioritize Saving for Retirement

By |2021-10-08T14:53:19+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 [...]

Buying Your Retirement

By |2021-10-08T14:53:56+00:00January 6th, 2021|Investments and Financial Planning|

Most of us know it is smart to save money for those big-ticket items we really want to buy, such as a new television, car or home. But you may not realize that probably the most expensive thing you will ever buy in your lifetime is your retirement. Perhaps you’ve never thought of “buying” [...]

End of Year Insurance Checklist 

By |2021-10-08T14:54:04+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 [...]

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 [...]

Invesments 101

By |2021-10-08T14:53:25+00:00May 10th, 2019|Investments and Financial Planning|

Invest in Yourself Reasons to Start Investing Today Calling all 20-somethings -- maybe you keep telling yourself you’ll invest when you make more money.  Maybe you keep saying you’ll get around to it “someday.” Having a savings account is important, but it’s not enough. Once you’ve reached a point in your life [...]



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