Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now than in the past? Often, what are considered old-fashioned practices, such as performing periodic financial reviews, can lead to greater … Read More about A Financial Review Can Pay Off at Year End

Long-term care insurance is a type of insurance that covers the costs related to long-term, chronic health concerns. It may cover things that traditional health insurance does not cover, such as personal care services. If you have a long-term care policy, the insurance carrier may provide an amount based on your expenses to cover things … Read More about Five Things You Need To Know About Long-Term Care Insurance

Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able to drive or perform basic activities of daily living, such as bathing or toileting? Would you or another family member be able to provide the … Read More about Long-Term Care: Exploring Your Options

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride. Today, more than ever, planning for retirement is a necessity. Social Security and company retirement plans are often insufficient to provide the … Read More about Paving Your Road to Retirement

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there that understand the challenges that women-owned small businesses face and have positioned themselves as resources to help provide assistance. Below are … Read More about Resources for Women-Owned Small Businesses

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have different concerns: funding retirement; educating children; protecting assets; and coping with unexpected changes in health, employment, and marital situations. But, whether your … Read More about The Financial Planning Process: Why and How