7 Retirement Planning Steps Late Starters Must Make

7 Retirement Planning Steps Late Starters Must Make

Most Americans aren’t saving enough for retirement — and worse, many are off to a late start. Since 2011, the annual percentage of U.S. workers with less than $1,000 in savings and investments for retirement has ranged from 26% to 36%. These low savings levels...
How Successful Couples Manage Their Money

How Successful Couples Manage Their Money

Managing your own money can be hard enough, so throwing another person into the equation can make things downright chaotic, according to findings from TD Bank’s 2016 Love & Money survey. But managing your money as a couple has its benefits, too. Plus, it isn’t as...
Compelling Argument For Long-term Care

Compelling Argument For Long-term Care

Some of my clients have asked about protecting their assets in case of a nursing home stay or long term care scenario. They wonder if they need Long Term Care Insurance. I would like to share these facts with you, which make a compelling argument for it: According to...