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Thursday, November 12, 2020

A divorce is the second most stressful life event you can experience, after the death of a spouse1. Financial disruption can add to the stress. Read on to learn the 7 easy steps on how you can create a post-divorce budget that can...

 

Monday, November 2, 2020

The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...

 

Thursday, October 8, 2020

I recently had an inspiring experience and learned a great lesson from a surgeon that I met through Zoom telehealth. Two months ago, I injured my right knee while hiking, and went to my orthopedist for a diagnosis. She did an X-ray and...

 

Thursday, September 17, 2020

Over the past several months, millions of Americans have lost their jobs due to the Coronavirus pandemic. This sudden loss of income has shown how many of us are unprepared to withstand a financial emergency. While the stimulus check...

 

Thursday, September 10, 2020

The Social Security Act was signed into law by President Franklin D. Roosevelt in 1935, when he created Social Security, a federal safety net for elderly, unemployed and disadvantaged Americans1. The original purpose of the bill was to...

 

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Thursday, September 3, 2020

According to the American Psychological Association, about 40 to 50 percent of married couple in the United States divorce. The divorce rate for subsequent marriages is even higher1. What does this mean for you if you own a business?...

 

Thursday, August 27, 2020

A beneficiary is the person(s) or entity you wish to inherit your account/assets to when you die. You (the account/asset owner) are responsible for selecting the beneficiary designation. You can list a primary beneficiary who is the...

 

Thursday, August 20, 2020

According to a June 2020 report from the Transamerica Center for Retirement Studies, only six in 10 women are saving for retirement, which is significantly less than men (78%) 1. Women continue to fall short in their overall retirement...