With stock and bond markets both faltering over the past year, it’s...
Fixed for Life: What Can an Annuity Do for You?
read more
Cash flow & debt
Does the Social Security COLA Help If You’re Not Receiving Benefits?
The Social Security cost-of-living adjustment (COLA) for 2023 was...
A Mortgage Recast Is an Alternative to Refinancing
If you would like to reduce your monthly mortgage payment without...
A 529 Plan Can Help Jump-Start Your College Fund
The passage of the SECURE Act in 2019 effectively eliminated the...
What’s Happening in the World of Higher Education?
A 2023 survey revealed a notable shift in public opinion over the...
You’ve Received an Inheritance, Now What?
If you’ve recently received an inheritance, you may be facing many...