Personal Finance

Leaving a Legacy: 4 Types to Consider

Many people think that leaving behind a legacy is only for the rich, but the truth is, you don’t need...

An active and happy multiracial, multigenerational family hike across a small bridge, looking at the beautiful surrounding nature while bonding on a family camping vacation.

6 Tactics to Build Financial Confidence Amid Economic Uncertainty

2024 is ripe with possibilities yet Americans are a little apprehensive of what lies ahead financially....

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4 Tips to Handle Cost of Living (COLA) Increases in Retirement

In January, more than 71 million Americans received a 3.2% cost-of-living adjustment (COLA) increase to...

Older couple managing their paperwork together at home at the dining room table.

Averse to Risk? Annuities May be the Answer

Finding ways to save for retirement in an uncertain market can present some challenges. It begs the...

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6 Tips to Take Advantage of an Employer-Sponsored 401(k)

Opting-in to your company’s retirement plan can be one of the most strategic steps you can take in...

Insurance agent helping a senior couple at home as they sit at a table and look at paperwork and a laptop.

6 Tax Deductions for Seniors in 2024

Being ultra prepared for taxes in retirement can give you a leg up on the year to come. The first...

Senior man sitting at a table going over paperwork and using a calculator.

The Great Wealth Transfer: 3 Things to Consider

A staggering $68 trillion is on the verge of being passed down from baby boomers to their children...

Three generations of males in a family on a couch.

These 4 Behavioral Traits Can Make or Break Your 2024 Retirement Goals

Do you consider yourself to be more of a spendthrift or a penny pincher—a spender or a saver? Like...

Older couple sitting at a laptop and looking at paperwork

Best Senior Discount Savings in 2024

Who doesn't love good savings for seniors? With the new year upon us, we've compiled a quick-win guide...

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Make Savings Soar in 2024

From high levels of inflation to historically high interest rates, the promise of a new year offers...

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