When I was young, my parents taught me to make smart choices about money. As a child, I collected coins I found, saved my babysitting money and stretched my birthday money to make sure I got the most out of every dollar. These lessons helped me to make one of the greatest financial decisions I…Read More about The Greatest Financial Decision I’ve Made? Joining a Credit Union!
Live the life you love. Love the life you live. These two statements look very similar but do they hold the same meaning? These two statements have been going through my mind a lot over this past week as my family and I mourned the loss, and celebrated the life, of my uncle.…Read More about Live The Life You Love. Love The Life You Live.
Many question why whole life insurance is a good investment. PFP | The Family Security Plan® does not provide insurance as an investment; instead, it is a necessity. There is no other financial tool that can create instant cash for your beneficiary in the event that the unexpected happens. When it comes to whole life…Read More about Life Insurance Is Not An Investment . . . It Is A Necessity
As a twenty-nine year old, protecting myself from a disability didn’t even make my priority list; I can honestly say that it was not even something I had given a second thought. That was until I listened to Robert’s story . . . It was the most wonderful time of the year. Each year, mid-November,…Read More about Disability Insurance: Protecting Your Way of Life
If you are approaching the Golden Age of Retirement, chances are you have dedicated a significant number of years to the workforce. The transition of working full-time to the life of a retiree can be an abrupt and difficult change. Will you have enough to occupy your time? Is your Retirement savings adequate for maintaining…Read More about Are You Prepared to Retire Cold Turkey? Semi-Retirement and Part-Time Employment
Each day, approximately ten thousand baby boomers celebrate their 65th Birthday. The age of 65 is most commonly recognized as “the age of retirement”; however, boomers are taking a different approach. While retirement used to mean the end of one’s working years, we now see a growing number of Americans working beyond the age of…Read More about I Am Retiring Happy; You Can Too!
Many people understand the need for life insurance at a younger age. You have significant liabilities such as a home mortgage or loans. You have a spouse/partner and children and you want to ensure their well-being and future education. But what about when you move onto the next stage in life and retire? Then what?…Read More about Why Do Seniors Need Life Insurance?
It seems like just yesterday I was surrounded by family and friends belting out the traditional “Happy Birthday” song to commemorate my 21st birthday. Time does fly! Now, a year and a half away from my next milestone, I find myself with a growing list of responsibilities and the uplifting feeling of independence. No matter…Read More about Lessons in Saving: What I've Learned Throughout My 20s
This is Part Two of a two-part series documenting my journey as a millennial! To read Part One, please click here. Join me as I continue to Make My Way as a Millennial! Goal 2: Find the right job. I always dreamed that one day I would change the world; however, given my inability to…Read More about Making My Way as a Millennial: Part 2
An increasing number of Americans between the ages of 45 to 65 years find themselves caught in the challenging position of caring for their aging parents, while also raising their children or grandchildren. If you belong to this “sandwich generation” it can be a difficult juggling act. Are You Being Squeezed? Everyone’s family situation…Read More about Are You Being Squeezed? Money Strategies For The Sandwich Generation