At a recent event, I was chatting with a woman who was telling me how she had recently retired. She was travelling the country with her...

Evelyn retired a few years ago and had plans of relaxing, tending to her vegetable and perennial gardens, camping with her husband, Alex,...

An advance directive, also known as a living will or medical directive, is a legal document that outlines your wishes about health care...

It’s nearly impossible to meet with a financial professional today and not hear about indexing–whether it’s a fixed indexed annuity used...

Last year, I picked up a recreational hobby that provides tremendous fun and enjoyment, but I knew it also introduced a certain amount of...

As a 24-year old law student, one of the last things I worry about is saving for retirement. I worry substantially more about my law...

While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions....

My colleague, who grew up in the insurance industry, was a true believer in the value of life insurance. Her husband really wasn’t. John...

Have you ever noticed when you ask someone the age of their baby or toddler you get answers like “he’s 18 months old” or “she’s two and a...

“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really...

I still have Jack-o-lanterns on my porch, and I just received a stack of catalogues in the mail telling me about the hottest gifts for...

Winter is just around the corner. The days are short and the nights are cool. Kids are in school, there are lunches, homework, sports...

At a recent gathering, I spoke to Will, a local small business owner. Will and his uncle have built a very successful diesel repair...

Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and...

We live in a high-tech world where information about all topics under the sun is available at your fingertips. We are moving toward...

When it comes to savings, the gender savings gap is huge. A recent study1 indicated that women have 50% lower savings than their male...

When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different...

Americans score very poorly on financial literacy and we know it. April is Financial Literacy Month, so this is a good time to focus on...

There are many Americans who have found themselves stranded atop a mountain of debt. For those determined to navigate down the mountain...

When my mom told me she was moving from small-town South Carolina to the Gulf Coast of Florida, images of alligators, Disney World and...