Eight Mistakes That Can Upend Your Retirement
Personal Planning 11/08/2023

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight mistakes to steer clear of, if possible. No Strategy: Yes, the biggest..

Healthcare Costs in Retirement
Personal Planning 10/18/2023

In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of..

The Value of Life Insurance
Personal Planning 09/20/2023

September is Life Insurance Awareness Month – A month to educate people about the importance of having life insurance. According to US News, “if you have dependents who rely on your financial..

Start Saving for College
Personal Planning 09/06/2023

September is College Savings Month and 529 plans across the country are helping celebrate by holding promotions, contests, initiatives, and virtual events. Saving for college is important year-round..

What You Will Miss About Your Career – It’s Not the Work
Personal Planning 08/09/2023

Since 1938, researchers at Harvard University have continued a long-term study about what makes people happy. They began by gathering health records at two-year intervals from 724 people from around..

10 Terms Every Investor Should Know
Personal Planning 08/02/2023

If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.   Portfolio An investment portfolio is a colle..

Set Your Financial Goals
Personal Planning 07/26/2023

The first step in investing is defining your objectives for the future. If you are married or in a long-term relationship, spend some time together discussing your joint and individual goals. It’s..

How to Keep “Fun Money” from Derailing your Plan
Personal Planning 07/12/2023

Dale Carnegie, one of the 20th century's most recognized authorities on reaching your full potential, argued for the importance of enjoyment in life. "People rarely succeed," he wrote, "unless they..

How Inflation Helps Refine Priorities
Personal Planning 06/21/2023

Neuroscience explains, the reward-seeking behavior people get from indulging in such activities as gambling and speculating in stocks.1 When we fall in love, neurochemicals such as dopamine and..

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