Today, many people find themselves bombarded by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better now than in the past? Often, what are considered old-fashioned practices, such as performing periodic financial reviews, can lead to greater [...]

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet, understanding how to protect your privacy can help mitigate your exposure to risk. Here are some ways to help you safeguard your information: Read [...]

Closely held businesses face many problems related to their size, capital, and capability, and for women-owned closely held businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there that understand the challenges that women-owned closely held businesses face and have positioned themselves as resources to help provide [...]

A well-structured estate plan can be invaluable to you and your family. It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is [...]

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think about, but those changes may set the stage for the next leg higher [...]

And just like that, the calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month. As we noted in our October preview, this month gets a bad rap for being a bearish month (it isn’t), but it absolutely owns the [...]

The Importance of Annual Reviews Long term care insurance is just like any other piece of your financial puzzle. Periodic monitoring can help ensure your insurance continues to meet its desired objective. An annual review provides an opportunity for you to re-examine your coverage, analyze relevant Federal legislation that may impact your policy, and assess [...]

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead. These tips can help you make simple, [...]

Nine of every 10 U.S. families with children have at least one working parent.1 Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to inconvenient scheduling issues. There are a few steps working parents may wish to take to smooth the path ahead, [...]

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore. Judy’s life insurance may help to protect her loved ones from future uncertainties, but her policy should [...]