Election Impact on Investing
Baby boomers, born between 1946 and 1964, are nearing or in retirement and need to consider the impact of political elections on their investments. Here’s how they can navigate election-related uncertainties.
How to File an Insurance Claim
Insurance is like a security alarm system. You may sleep better knowing you have it, but you hope it will never be activated. If you have insurance, however, it is helpful to know how to properly file a claim.
Identity Theft: Be Prepared. Be Proactive.
Sure, technology makes our lives easier, creating the opportunity to complete tasks quicker and access information that previous generations didn’t even know was available. But it also opens the door to an unimaginable number of threats to our lives and businesses.
College Funding: Planning Ahead for Financial Security
In recent years, the cost of higher education has risen well ahead of inflation. The average total cost for a year of college at a four-year school — including tuition and fees, on-campus room and board, books, supplies, and other expenses — was $36,436*. That’s roughly $146,000 over the course of four years.
Taxes and Your Estate: Reconcile Your Domicile
Increased mobility in today’s society has changed the ways in which we live, work, and play. Compared to previous generations, it is now quite common for work and recreational activities to cross state lines, resulting in ownership of property and formal relationships in more than one state. However, the expanded opportunities created by mobility may…
Home Buying in Your Golden Years
As retirement approaches, many individuals find themselves contemplating a change in their living situation. Whether downsizing, relocating, or finding the perfect retirement haven, the process of homebuying takes on new dimensions for those nearing retirement. Here’s a guide tailored to help individuals in this demographic navigate the unique considerations of purchasing a home in their…