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When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

The sooner you begin investing, the longer your money can work for you.

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

Monthly Market Insights | November 2022 The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

Some simple, inexpensive energy-saving tips that may help you save money.

A Penny Saved is Two Pennies Earned Here are some simple and inexpensive energy-saving tips that may help you save money.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The question everyone has: Will Social Security be around for you? Read this.

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

The beans brewed for your morning coffee may have changed hands many times

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

Surprises crop up every day, and they’re a great reason to work with us.

Surprises Making the most of surprises is a great reason to work with us.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.

Quarterly Market Insights | Q3 2022 Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation.

Understanding key birthdays after age 50 may help you better prepare for certain retirement benefits.

Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

Your home mortgage interest may be deductible. Do you itemize your deductions?

Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.

Have you used a junk-drawer approach to manage your investments?

The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.

Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.

Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.

“The only things certain in life are death and taxes.” Benjamin Franklin

The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

How many credit cards do you have?

Spotting Credit Trouble The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

15-year vs. 30-year: know your refinancing options.

Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s The Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Monthly Market Insights | September 2022 Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.

Ever wonder about those free credit scores you get once a year?

The Lowdown on Those Free Credit Scores What’s the deal with your yearly free credit report?