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Guidance for your pursuit of financial freedom

    Latest Articles

    A turtle walking down a path

    Tue, Jul 29, 2025

    Catching Up on Your Retirement Plan: It’s Never Too Late to Start

    When life gets in the way, it’s easy for retirement savings to get knocked down from your priorities. Take the first step to get back on track: Use these practical strategies to plan for a better future.

    Aerial view of the US Capitol and Washington Monument

    Tue, Jul 22, 2025

    A Tax Overview of the One Big Beautiful Bill Act

    Will the OBBBA affect your finances? Here’s what to expect from this massive new tax act.

    A life insurance agent talks through options with a client.

    Tue, Jul 15, 2025

    Is Life Insurance Considered an Investment?

    Unsure if your life insurance is just for death benefits? Find out how whole and universal life policies can accumulate cash value, and whether they can serve as a greater long-term financial tool than you expected.

    Elderly man shopping for medication

    Tue, Jul 8, 2025

    Understanding Medigap

    Learn why some Original Medicare patients boost their coverage with Medigap, a private health insurance policy, and if it could be a smart option for you.

    Elderly man with a calculator

    Tue, Jul 1, 2025

    Understanding Medicare IRMAA

    The higher your income, the more you should plan ahead for higher Medicare costs. Discover money-saving strategies to approach your IRMAA premiums—and how to reduce them in the future.

    Stressed woman rubbing her eyes

    Tue, Jun 24, 2025

    How to Deal with Debt Stress

    There’s a dark cloud looming over many Americans—and it’s impacting their health. Discover practical steps to reduce debt and the stress that often comes with it.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.