Terms square
How Much Do Elections Affect the Stock Market?
Personal Planning11/01/2024

As we near the upcoming election, you've probably seen some pretty dramatic predictions about what will happen to the economy if one side or the other wins. While the outcome of this particular...

Older Couple in Sunshine
Decide When You’ll Retire
Personal Planning10/23/2024

To determine your total retirement needs, you can’t just estimate how much annual income you need. You also have to estimate how long you’ll be retired. The longer you are in retirement, the more...

Couple at Computer
Estimating Your Retirement Income Needs
Personal Planning10/16/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...

Woman with hands up
How Your Personality Can Affect Your Investment Performance
Personal Planning10/02/2024

There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to...

529 College Savings
What to Do with Remaining 529 Funds
Personal Planning09/04/2024

Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...

Older Woman with Glasses at Computer
Retirement Planning Checklist: 1 Year Until Retirement
Personal Planning08/14/2024

When retirement is only a year away, it’s hard to not get excited and start daydreaming of your retirement adventures. But even if you’re convinced you’ve saved enough to retire in a year, you’ve...

Middle Aged Retire Plan
Retirement Planning Checklist: 5 Years Until Retirement
Personal Planning08/07/2024

The five years before retirement can be critical to your planning. While you can almost see the finish line, there’s still time to revisit and readjust your plan, if needed, refine your goals, and...

Young woman retirement plan
Retirement Planning Checklist
Personal Planning07/31/2024

Kiplinger.com reports that depending on where you are in your journey to retirement, smart retirement planning looks different. Ideally, you should your retirement planning checklist on your first...

Four people with cogs
Certain Traits that May Lead to More Retirement Savings
Personal Planning07/24/2024

According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...

Get a Quote

Select one of our services and let our dedicated insurance professionals provide you with a free insurance quote for your business, your home and belongings, or your employees.