Insurance Services

Advisory Services

Month: August 2021

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Reality Check: Why You Need to Talk to Your Child about Paying for College

School is starting around the country, which means millions of young adults will be paying for college. And college isn’t cheap. According to Fidelity Investment’s 2021 College Savings and Student Debt Study: For the 2020-2021 academic year, the average cost at a private, nonprofit 4-year college was $54,880. The average cost per year for a… Continue reading Reality Check: Why You Need to Talk to Your Child about Paying for College

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Will Personalized Professional Help Really Make a Difference in My 401(k) Performance?

Not taking full advantage of your 401(k) – whether it’s because you don’t understand it or you’re taking a set-it-and-forget-it approach – may have serious consequences at retirement.  If you’re concerned your 401(k) is not going in the direction you’d like or you want the potential for greater returns on your hard-earned money, personalized professional… Continue reading Will Personalized Professional Help Really Make a Difference in My 401(k) Performance?

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Should I Prioritize Retirement Savings over My Kids’ College Tuition?

As parents, we make it our goal to take care of our children, protect them from harm, and help them succeed. So, it is no surprise many parents are unsure if they should put their retirement savings over kids’ college tuition or vice versa. Especially when you consider the rising rates of college tuition. Consider… Continue reading Should I Prioritize Retirement Savings over My Kids’ College Tuition?

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Prepare for a Financial Emergency Using These 5 Simple Steps

While we all know the importance of preparing for a financial emergency, the truth is, most people are not prepared. According to Bankrate’s Financial Security Index, “Just four in 10 U.S. adults (41 percent) would cover the cost of a $1,000 car repair or emergency room visit using savings.”¹  The issue is many financial emergencies… Continue reading Prepare for a Financial Emergency Using These 5 Simple Steps