Category Archives: Financial Planning

Americans Optimistic About Their Personal Finances

A recent study by The Hartford finds that Americans are optimistic about their personal finances and more are saving for retirement. The study shows increased participation in 401(k)s and other defined contribution plans, especially among boomers, Gen Xers and men. More Americans say they are confident their personal finances will improve during the next 12 […]

For All the Stages in a Woman’s Life

A woman’s life can be defined by stages—from childhood to child-bearing years and beyond. And while each woman approaches these life stages differently, and makes choices that are right for her, all women should have adequate insurance to protect their needs and those who may be depending on them. Life Insurance Life insurance is a […]

"The List" (or how to corral your financial and legal documents)

How many of you have legal and financial documents stashed in different drawers in different locations?  Perhaps you have some in your home safe, some in drawers in the bedroom, others in the den and more in the office. What happens when you become sick or die? Does any one person know where all the […]

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