Plan for tomorrow

Resources to help you better manage your money, prepare for retirement, and protect what matters most.

A young couple sip coffee while researching life insurance on their laptop

How to buy life insurance as a couple

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Acquiring life insurance for yourself and your spouse should be a big part of that plan. To find the best coverage for your partner, here are some tips.

Read More
A young family flash big smiles while having a good time at the beach

How to determine your life insurance policy length

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Life Insurance

When you buy life insurance you want to make sure the policy continues for as long as you have people who depend on you financially, and until your last major financial obligation is paid. But how do you determine how long your policy should last?

Read More
A large family go for a hike in farm lands

Buying life insurance for your whole family

Fri, 29 Jan 2021 | Reading Time: 6 minutes
Home & Family Life Insurance

Although most of us tend to imagine individuals when we think about life insurance buyers, coverage can also be extended to your children and other family members to help make everyone’s lives a little easier.

Read More
A young mom holds her baby while working

8 ways for working moms to make time for financial planning

Mon, 03 May 2021 | Reading Time: 4 minutes
Home & Family Saving Tips

Working full-time and taking care of your kids isn’t always easy and it certainly doesn’t leave you a lot of time, especially when it comes to navigating finances. Here are a few tips to help you manage your money even when you have limited time.

Read More
An older white retirement-aged women smiles while swinging.

What to know about women and retirement

Mon, 31 Aug 2020 | Reading Time: 5 minutes
Life in Retirement Planning for Retirement

Today, women are seeking more ways to empower themselves financially. They could be taking ownership of money matters, seeking to find answers to tough questions, and making smart moves to help them define their financial future.

Read More
A young mother lets her daughter feel her pregnant belly.

When to review a life insurance policy

Wed, 19 Aug 2020 | Reading Time: 4 minutes
Life Insurance

Your life insurance policycan offter assurance and stability for your family should you pass away. But that policy needs to be revised and updated from time to time, especially when a life-changing experience occurs. Review your policy if one of the following events occurs.

Read More
A black couple dances in their kitchen.

Finding the right life insurance match for you

Thu, 30 Jul 2020 | Reading Time: 5 minutes
Life Insurance

If it’s your first time shopping for life insurance, there’s a good chance you may not know which option is the right one for you. Finding the best match requires some homework before you make your choice. Here’s a breakdown of the various life insurance options to help you figure out which one fits best.

Read More
A young Asian woman looks worried while using a computer.

Four common financial mistakes to avoid

Thu, 30 Jul 2020 | Reading Time: 3 minutes
Budgeting & Debt Management

Planning your financial strategy can be difficult and complex—knowing where to start is often the hardest part. How do you know if you’re making the most of your finances? Visiting with your financial professional is always a great place to begin. Before doing so, you may want to evaluate your finances and make sure you’re not making any of these four common mistakes.

Read More
An older white couple embrace while looking at their computer.

The benefits of fixed index annuities in a bear market

Sun, 02 Aug 2020 | Reading Time: 4 minutes
Annuities

How can you help minimize any damage from a bear market? One answer is to consider a fixed indexed annuity (FIA), a product made for times like these. FIAs offer the opportunity for tax-deferred growth, and many give you the option to generate guaranteed, lifetime income within the same product while protecting your premium from market volatility.

Read More
A young woman organizes her files.

How to organize your personal finances like a pro

Thu, 30 Jul 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

Managing your finances can be a real chore, but organizing your income, expenses, investments, and other financial files can significantly contribute to your financial success, allow you to access important documents and ensure that your loved ones can find the right paperwork when you’re gone. Here are some ways to get your finances organized and keep them that way.

Read More
A Hispanic couple meets with a financial planner.

Estate planning checklist

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Estate Planning

When you pass away, it’s important to have provisions in place that allow your family and friends to receive your money and possessions. That’s where good estate planning comes in. To ensure your loved ones receive your assets you’ll need to add a few things to your checklist.

Read More
An older white couple enjoy their retirement in nature.

How to pick where to live in retirement

Thu, 30 Jul 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire you may have the opportunity to live somewhere new. But choosing the right destination requires a little research on how a new area will affect your lifestyle and well-being. Here are 5 tips to help you find the best place to live out your golden years.

Read More
a young couple works with their financial professional on a life insurance policy.

What to ask before you buy a life insurance policy

Sun, 02 Aug 2020 | Reading Time: 4 minutes
Life Insurance

Figuring out what kind of life insurance you need can be complex. To make sure loved ones receive financial support when you’re no longer around, you’ll need to talk to a life insurance agent and ask five key questions.

Read More
An older white man enjoys his retirement on the beach.

Unexpected costs in retirement you should know

Sun, 16 Aug 2020 | Reading Time: 4 minutes
Life in Retirement Planning for Retirement

When you retire, you probably expect the expenses in your golden years to be covered by your savings, investments, Social Security, and Medicare. But the transition may not be that simple. Here are a few expenses you may not expect in your golden years.

Read More
Mature father and toddler walk in the woods

What are living benefits and why are they important?

Tue, 25 Aug 2020 | Reading Time: 3 minutes
Life Insurance

You may know that life insurance can help fill the income gap for your family and/or beneficiaries if you were to die unexpectedly. But did you know that life insurance can also be used while you’re living?

Read More
A young black mother secures a bike helmet on her son.

Four myths about life insurance dispelled

Mon, 14 Sep 2020 | Reading Time: 6 minutes
Life Insurance

Let’s face it, what happens when you pass away isn’t an easy topic to think about or even a topic you want to contemplate often. owever, if the idea of protecting your family and ensuring their future is something you do value, it’s important to look at the facts and make an informed decision. Here are four of the most common myths about life insurance and why they shouldn’t prevent you from considering a policy that can safeguard the lives of your loved ones.

Read More
A man hugs his older mother.

Tips for choosing a life insurance beneficiary

Mon, 14 Sep 2020 | Reading Time: 6 minutes
Life Insurance

A beneficiary receives assets if you die while the policy is still active. But deciding who gets your money isn’t always just a matter of selecting a person. Your policy rules and state laws may affect or even restrict your choices.

Read More
A white woman gives and eskimo kiss to her young son.

The importance of financial literacy

Mon, 12 Oct 2020 | Reading Time: 4 minutes
Budgeting & Debt Management

Financial literacy is a major concern for many. So much so, there's an entire month, April, designated as National Financial Literacy Month. Despite this, the unfortunate truth is that financial literacy is often something many Americans struggle with. You can become financially literate so you can confidently manage budgets, debt investments, retirement, emergencies, and savings. Here’s what you need to know.

Read More
A young father and son smile in the mirror with shaving cream on their faces

Financial planning tips for single parents

Mon, 19 Oct 2020 | Reading Time: 5 minutes
Budgeting & Debt Management Saving Tips

Handling finances as a single parent can be a challenge. It’s easy to feel overwhelmed when you’re on your own. Here are seven financial tips to help you get a handle on your money and help you build financial security.

Read More
Two women wearing masks bump elbows

Tips to help you stay financially stable during the COVID-19 crisis

Mon, 26 Oct 2020 | Reading Time: 5 minutes
Annuities Budgeting & Debt Management

The uncertainty of the current pandemic could impact your life and your financial security. In order to keep your finances in order, it’s important to have a focused plan. Here are seven strategies to help you manage your finances effectively in the crisis.

Read More