A Helpful Guide to Living on One Income During Early Retirement
Today, more people are retiring early and unexpectedly. According to the Employee Benefit Research Institute, in 2020, 48% of workers retired before they had originally intended to.1 If you or your partner retire early, it’s important for couples to prepare for going from two incomes to living on one income....
3 Top Tips to Protect Yourself From Identity Theft
Protecting yourself from identity theft isn’t always top of mind, between work, school, household finances and everything else that requires daily attention. Shredding sensitive documents, accessing bank accounts by biometric login (thumbprint or facial recognition) and safeguarding your Social Security number are great ways to protect your hard-earned assets. But...
The Ultimate First-Time Homebuyer Checklist
In your spare time, you browse real estate listings and home design blogs. You’ve even driven through neighborhoods, scoping out “for sale” signs. You may find yourself asking, “Am I ready for home ownership?” This first-time homebuyer checklist can help you find out. It outlines what you need to do...
Do You Need Life Insurance?
Take our quiz to find out. Single and without dependents. No worries about diapers and no need for life insurance…or is there? Answer some simple questions to find out if you have a need for life insurance.
When Adult Children Move Back Home
If you find your empty nest filling back up, follow these tips to ensure a harmonious living situation for you and your adult child.
Small Child, Big Decisions: What to Plan Beyond the Little Things
From arranging child care to saving for the college years, there are plenty of things to consider when preparing for a new baby.
Should Working Baby Boomers Have Life Insurance?
The increasing number of older adults continuing to work reflects in part a need for steady income. How does this play into the decision on retaining life insurance?
Paying for Life Insurance: Less Than a Cup of Coffee?
Life insurance is affordable – way more affordable than many think.
In Health and in Wealth: The Evolution of the FFO
The 1960s led to innovations like touch-tone telephones and the moon landing – and it also sparked a transformative shift away from the “traditional” family structure of the ‘50s. As households and family roles change over the decades, taking care of finances is increasingly becoming a shared responsibility between spouses....
Even an Empty Nest Needs to Be Protected
The day has come: Your children are now adults and out of your home. But while your nest is empty and you may no longer be supporting your children, you may still need coverage for life’s unexpected turns. Here’s how you can ensure financial security for your family.