Retirement Income Checklist

Like many people, you may dream of the day when you can stop working and enjoy a comfortable retirement.  This checklist provides key questions to consider so that you can make wise financial decisions during your working years and throughout …

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Disasters and Emergencies: How to Prepare and How to Respond

Preparing for Emergencies Insurance Check your current homeowner’s or renter’s insurance to see what your policy covers. Most homeowner’s insurance does not cover any damages caused by flooding, but flood insurance is available to defray the cost of potential damages. …

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Retirement Plans for Small Businesses

There are options for small businesses that want to set up a retirement plan for their employees.  Employer and employee contributions to retirement plans are generally tax-deductible. Two plans are specifically designed to make it easier for smaller businesses to …

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Forgot to Plan? Make Aging in Place Your Plan

The Key to Living Longer and Independently When planning for retirement, most people focus on how much money they need to save for when they retire but ignore the later years when we often have to depend on others. For …

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Veterans Benefits: What They Are and Tips on Getting What You Deserve

Veterans’ Benefits Administration: The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet income criteria, benefits for burial, home loans, and life …

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Disability Facts and Resource Guide

Most Americans know someone with a disability, but few are aware that disability could affect them at any point in their lives. Though some disabilities exist from birth, others, such as work-related injuries and serious illnesses, can be incurred later …

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Basic Finances for Small Businesses: A Resource Guide

More and more women have become successful in launching and growing their own companies. Small businesses owned by women is growing 50% faster than the total number of small businesses, according to American Express. Guardian Small Business Research Institute projects …

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Variable Annuities: One Size Does Not Fit All

Are you trying to decide whether it’s a good deal to buy a variable annuity? The reality is that while variable annuities can be beneficial to some long-term investors, in many cases, the costs of fees and charges may outweigh …

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