Articles By Library of Financial Articles

January 5, 2023

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Picking the right color to paint your money may seem like a frivolous task, but when it comes to investing, the wrong color can mean losing out on potential profits.. . .

December 6, 2022

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I get this question from prospective clients, do you use annuities in your retirement planning? The simple answer is yes. I have multiple annuities as part of my retirement portfolio.. . .

November 22, 2022

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It’s no secret that saving for retirement can be a challenge. Between the rising cost of living and the uncertainty of the future, it can be challenging to set aside. . .

November 10, 2022

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There’s no denying that retirement planning is a complex topic. There are many moving parts and pieces to consider, from Social Security and Medicare to investment strategy and estate planning.. . .

November 9, 2022

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Open Enrollment (AEP) is around the corner, and for 44 million enrolled beneficiaries (1), this becomes a time to take advantage to see what changes are coming up and possibly. . .

November 7, 2022

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It’s no secret that retirement planning is often neglected, especially by young adults. However, a new study has found that the problem is particularly acute for women. According to the. . .

October 26, 2022

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Cost of living adjustments (COLAs) are meant to help ensure that Social Security benefits keep up with inflation. However, several factors can affect how well COLAs actually achieve this goal.. . .

October 19, 2022

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If you’re in the midst of a divorce, you’re likely already feeling the financial strain. But did you know that divorce can also significantly impact your retirement plans? Depending on. . .

October 18, 2022

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Like many Americans, you may have money in your 401(k) or IRA plan. For most people, contributing to an IRA is wise, especially if your employer matches all or part. . .

October 15, 2022

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Americans have a short memory, especially when the market is on fire like it has been for the last eight years.  Records are being broken with the Dow hitting all-time. . .

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