What can we help you with today?

20 Results

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• Estate Planning for Everyone

  Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event of your death.

• Long-Term Care: Exploring Your Options

  With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

• Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

  . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

• Overcoming the Dual-Caregiving Dilemma

  The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

• Account View

  Access your portfolio anytime, anywhere.

• Nick Hanna

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Caring For Your Family Members While Preparing For Retirement

  The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.

• Social Security Simplified: Common Questions and Answers

  Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.

• Market Volatility and the Importance of Staying the Course at Different Ages

  Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips. 

• How To Factor Taxes Into Your Retirement Planning

  Retirement planning is not just about saving money — it’s about surviving on the money you saved and may receive in retirement, such as Social Security benefits.

• Assessing Your Retirement Preparedness in the Modern Age

  Did you know, according to CNBC, more Americans are expected to turn 65 through 2027 than at any other time in history?

• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• Learn

  Learn at your own pace, attend live online events, and turn to your team for personalized guidance.

• 8 Financial Wellness Tips to Help Manage Generational Wealth

  Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.

• Death and Taxes: What to Know About Estate and Inheritance Taxes

  There are only two things in life you can count on happening at some point--death and taxes.

• Financial Planning in Today’s Fast-Paced World

  In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

• Spring Cleaning Your Investments

  Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan.

• Worried About Your Financial Health? It May Be Time For A Checkup

  Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.