Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Discover four common practices that might help you identify and avoid scams.
How much should I save to reach my goal?
I'm retired, how long will my savings last?
How much Life Insurance do I need?
What are my needs for burial and final expenses?
