Example Webpage

Category: Wisdom & Wealth

Blue Social Security card (required for social security benefits)

Social Security Benefits

Understanding Social Security Benefits Approximately 71 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. How does Social Security work? The Social

Read More »
Young couple at table reviewing finances and establishing a financial safety net.

Getting Started: Establishing a Financial Safety Net

Establishing a Financial Safety Net In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that

Read More »
Man and woman in yellow Adirondack chairs on deck discussing life insurance at various life stages.

Life Insurance at Various Life Stages

How the Need for Life Insurance at Various Life Stages Changes Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your

Read More »
Daughter at table with mother using laptop and considering asset protection in estate planning.

Asset Protection in Estate Planning

Options for Asset Protection in Estate Planning You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and

Read More »
Digital graph indicating taxation of Investments.

Taxation of Investments

What You Need to Know About Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head about the taxation of investments. Just how do you report your investments and

Read More »
Two students walking and talking about 529 Plan rules for contributions and withdrawals.

529 Plan Rules for Contributions and Withdrawals

529 Plan Rules 529 plans can be powerful college savings tools, but you need to understand the 529 Plan rules and how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals. How much can you contribute? To qualify

Read More »
Man and child playing with blocks for What does Medicare cover article.

What Medicare Covers

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts that you should know about what Medicare covers. What Medicare covers Medicare coverage consists of two main parts: Medicare Part A (hospital insurance)

Read More »
Woman pumping arms excited about learning six keys to more successful investing.

Six Keys to More Successful Investing

What are the Six Keys to More Successful Investing? A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss of principal, here are six keys to more successful investing that you may find helpful. 1.

Read More »
A couple estimating retirement income needs.

Estimating Retirement Income Needs

Estimating Retirement Income Needs You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds because planning for and estimating retirement income needs is not

Read More »
Two people at table mastering trust basics together.

Trust Basics – What is a Trust?

Learning Trust Basics Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is

Read More »
Scroll to Top