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The Importance of Setting Intermediate Financial Goals

You understand the value of setting financial goals. Goals serve as stepping stones to achieving your dreams. Saving for retirement is a top priority for many people since some analysts suggest you may need as much as $1 million to retire comfortably.

Financial Tips for Caregivers of Parents and Children

On one side, people in the sandwich generation provide some type of care to aging parents. It may include financial, emotional, or health-care help.

On the other side, sandwich generation members are taking care of young children or boomerang kids. Boomerang kids are adults who have left home and later returned for financial reasons.

Tips for Building and Protecting Your Retirement Income

The creative team for real estate developers came up with the term “the golden years” in 1959 as part of a pitch to sell homes in the nation’s first large-scale retirement community. Developers of the $2 million golf resort in the middle of an Arizona desert were hoping to sell the idea of “an active new way of life” for people approaching retirement. Their idea worked!

Independence Day

Everyone knows that July 4th is “America’s birthday.” It’s the commemoration of our national independence. A day for fireworks and fun, patriotism and pie. A celebration of America itself.

But in a sense, the Fourth of July is even more than that.

Looking to Retire Closer to Your Grandchildren?

As retirement approaches, many couples start thinking about moving. Nearly two-thirds say they plan to move or will move when they retire. Retirees consider moving for several reasons, including the financial benefits (smaller house) and to be closer to family (grandchildren, in particular). However, moving can get expensive and complicated.

Health Insurance 101

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

How Do You Burn the Pounds?

Pounds. Pounds. Pounds. For many fitness enthusiasts, exercise is about burning those extra calories to shed that extra weight. In the final analysis, it’s about pounding the pavement to lose the pounds.

Financial Readiness for College Graduates

Have a new college graduate? Give your loved one the gift of financial readiness.

This is the time of year when college graduates prepare to make their career dreams and goals a reality. Despite their degrees, however, some are ill equipped to face financial challenges.

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, middle-income earners can also reap the benefits of tax planning.

Are You Losing Sleep Over Money? Here’s What You Can Do

Everyone knows the benefits of a good night’s sleep. But when your mind is on money, sometimes it’s hard to sink into slumber. In fact, nearly two-thirds of Americans occasionally experience sleep problems due to financial woes.

The cost of health care tops the list with more than a third of respondents saying their fretting keeps them from snoozing.

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