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.

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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…

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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…

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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…

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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….

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