Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month
April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether building your first budget, preparing for retirement, or navigating the complexities of paying for college, financial literacy is the foundation for making confident, […]
Preparing for the Expected
As Teddy Roosevelt once observed, “Old age is like everything else. To make a success of it, you’ve got to start young.” The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that come with aging. As we age, the potential for cognitive decline increases, […]
Understanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need extended care services at some point in their lives. So understanding […]