Insurance Needs in Retirement

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...

Closing a Retirement Income Gap

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...

Procrastination Is The Biggest Barrier To Estate Planning

by Katie Brown | May 19, 2023 | General, Retirement

PROCRASTINATION IS THE BIGGEST BARRIER TO ESTATE PLANNING Putting it off and dying “intestate” may not be the legacy you want to leave your loved ones. The pandemic raised awareness about the importance of having a will, living trust, and other end-of-life documents....

Your CD is Maturing Soon. What Should You Do next?

by Katie Brown | Apr 21, 2023 | General, Investment

YOUR CD IS MATURING SOON. WHAT SHOULD YOU DO NEXT? Consider your options before it automatically renews If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for months or years, helping you...

IF YOU’RE WORRIED YOU’LL BE BORED DURING RETIREMENT, THINK AGAIN

by Katie Brown | Mar 10, 2023 | General, Retirement

IF YOU’RE WORRIED YOU’LL BE BORED DURINGRETIREMENT,THINK AGAIN Turn your “golden years” into an opportunity to discover the new you! You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...