Financial

Leave A Financial Legacy

A life insurance policy can help provide certainty in the amount your loved ones receive.

Update Powers of Attorney

If you are a single adult, having an agent for property, to handle our financial affairs if you cannot, is crucial.

Why Do I Need Life Insurance?

The proceeds from a life insurance policy pass over to a beneficiary income tax-free. That means you can leave money to somebody using an insurance policy and they pay no income tax on that money.

Cutting your expenses and your risk of heart attack: 10 steps to heart health through smart financial decisions

Learn about some of the most effective ways of cutting costs, which can in turn save you from experiencing unhealthy stress over finances.

Own a business and headed for retirement? What's next: Weigh your options

As a small business owner you have worked hard to build your business and make the money to retire. Now that the time is finally here, what's next in your life?

Little known facts about Social Security

Social Security is responsible for lifting millions of seniors out of poverty. As wonderful as the program is, its details can be difficult to follow.

Money matters: What to expect in your 90s

People are living longer than ever. This is a good thing, but it comes with some challenges such as planning for a much longer retirement.

The financial benefits of joining the AARP

Have you been wondering about whether the AARP is worth the investment? We will break down the benefits here.

Quitting smoking now can save your life and also repair your financial health

Quitting smoking isn’t just a smart health move. It’s an intelligent financial move that could net you thousands of dollars a year in savings.

Your money or your life: How your finances can impact your heart health

Worry over money can have a significant impact on your heart health. Here are a few steps to lowering your level of money stress.

The importance of getting financial planning help now

Make your money last as long as you do with financial planning for seniors. The sooner you start financial planning the better to ensure a secure retirement.

You've just filed for bankruptcy. Now what?

Overcoming bankruptcy isn't easy, but with time, good strategy and the right people on your side it can be the beginning of a new financial chapter in your financial life.

Ask and you shall receive: The importance of asking for a senior discount

Senior citizen discounts can start at age 50 and are available on everything from travel to groceries.

What is the Estate Tax and how does it affect me?

Understand federal estate tax, what is included in a “gross estate,” and how to use estate tax deductions in 2012. Who should seek estate tax legal advice?

Top 10 things guaranteed to make a mess of your retirement

Retirement is supposed to be the best time of your life, but these ten mistakes can make it a real challenge.