Why to Review Beneficiaries Annually to Secure Your Wishes

Why to Review Beneficiaries Annually to Secure Your Wishes

No matter your age, your profession, or your season of life, reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or...
Financial Tip for December 2022

Financial Tip for December 2022

For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
Daily Money Managers: Managing Money Late in Life

Daily Money Managers: Managing Money Late in Life

  The Society of Actuaries Research Institute funded research underlying Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age. That project offers a process for thinking through the issues related to a shift in money...
October 2022 Financial Tip

October 2022 Financial Tip

If you have a family member who will be in college for the 2022-23 school year, October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...