by Katie Brown | Nov 28, 2024 | General, Insurance, Retirement
Insurance Needs in Retirement Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...
by Katie Brown | Nov 14, 2024 | General, Investment, Retirement
Understanding IRAs An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at...
by Katie Brown | Oct 10, 2024 | General, Retirement
Closing a Retirement Income Gap When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that...
by Katie Brown | Jul 25, 2024 | General, News
Financial Tips for Unmarried Couples If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the legal protections and advantages that married couples enjoy. Here are some tips that...
by Katie Brown | Jul 18, 2024 | General, News
Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial...
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