Longer lifespans mean more Americans will need some sort of long-term care assistance in their later years. Your financial professional can help you find and implement options to cover the cost and help make sure you receive the care you need when you need it most. Overview Americans are living longer — and that means
Continue ReadingCould a Natural Disaster Put a Dent in Your Financial Plan?
Could a Natural Disaster Put a Dent in Your Financial Plan?
Natural disasters can strike anytime, anyplace. Fortunately, your portfolio doesn’t have to suffer major damage when they do. It is possible to help protect your investments from declines after a natural disaster and potentially uncover growth opportunities when the storm clears. Overview From wildfires on Maui to powerful hurricanes along the East Coast, recent news
Continue ReadingManaging Your Finances as a Member of the “Sandwich Generation”
Managing Your Finances as a Member of the “Sandwich Generation”
Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. Overview If you’re finding yourself toggling between caring for the needs of an aging parent and a child, you’re not alone. The Pew Research Center recently
Continue ReadingFinding Your Balance
Finding Your Balance
Four things to consider when rebalancing your portfolio Imbalance in a portfolio typically occurs due to various shifts in the markets, industries or asset classes. If a portfolio has shifted away from its initial asset benchmark, it may be time to think about rebalancing. Overview When you first set up an investment, you (and your
Continue ReadingThe New “Un-Retirement”
The New “Un-Retirement”
More retirees are planning to head back to work. Will you be one of them? An increasing number of Americans say they plan to return to the workforce at least part time after taking their “official” retirement. Their top reasons for returning: boredom, more income and the urge to pursue new interests. Overview In late
Continue ReadingMutual Understanding
Mutual Understanding
Which category do your mutual funds fall into? Mutual funds have become a staple of U.S. portfolios, especially in employer-sponsored retirement plans. Each fund falls into a primary category, based on the fund’s objective and holdings. Overview If it seems like “everyone” owns a mutual fund in their portfolio, you may be on to something.
Continue Reading





