5 Reasons to Consolidate Your Retirement Accounts

Do you have retirement plans from more than one employer? Or multiple IRAs? If so, it might be a good idea to consolidate your retirement accounts. Here are five reasons consolidating your retirement accounts makes sense. You’ll spend less on account fees. One of the best ways to increase your investment returns is to reduce… Continue reading

Financial Considerations before Remarriage

Financial Considerations Before Remarriage If you’re about to remarry, you’ve probably already made some major decisions together — such as how you introduced your families to each other or deciding where you will live. And that’s just the beginning. You and your new spouse will also have to work out a number of financial and… Continue reading

Protect Yourself and Your Future with an Estate Plan

Wills, trusts, powers of attorney — what do all these things mean? No question, estate-planning jargon can be confusing. Yet, having a plan is an important part of your overall financial wellness. Let’s walk through some basic terms, concepts and tools to help you better understand the components of estate planning. A Will Comes First… Continue reading

How to Prepare for Retirement

According to research, a majority of Americans are not financially prepared for retirement. By taking a few small steps today such as budgeting and saving early, you will be better prepared when the time comes to retire. Budgeting and Planning One of the first steps you can take to achieving a financially secure retirement is… Continue reading