Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion in assets, annuities hold more funds than Roth IRAs.1 An […] Read More

You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, nearly 50% of […] Read More

“If the current annual inflation rate is 3%, why do my bills seem like they’re 10% higher than last year?”1 Many of us ask ourselves that question, and it illustrates the importance of understanding how […] Read More

The financial loss that comes with flooding can be devastating. The average flood claim payout from the National Flood Insurance Program is over $66,000. Yet, many Americans are not protected against flood damages, primarily because […] Read More

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too […] Read More

When the market drops, some investors lose the perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common terms that are used […] Read More

One study found that military personnel have more credit problems and are more likely to make late house payments than their civilian counterparts.¹ While the financial situation of military personnel and their families mirrors the […] Read More

Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if […] Read More

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the deceased can’t escape taxation. […] Read More