Financial Education Is Empowering

If you're switching jobs, its time to review your old 401(k) account. Know the facts before you choose between rolling over, withdrawing or leaving it alone.

Your family's needs and assets are critical considerations when determining how much life insurance to invest in. Use this four step process to help you calculate how much life insurance you need.

Many people are aware of the tax benefits available at a Federal level for funding and using a 529 plan to pay for college costs. Investment income from these plans is exempt from Federal tax as long as the funds are used to pay for qualified higher education expenses and now up to $10,000/year can be used for qualified K-12 expenses.

Your estate plan is important for both you and your family, so don't wait until the last minute to make a secure plan. Here are some major mistakes many estate plan packages often have that can be easily avoided.

Your financial planner is a great resource to leverage as you prepare for the tax season and look for strategic ways to maximize savings. Learn how working with a planner this tax season can create efficiencies and save you money.

Curious about reverse mortgages? Learn how they work, who qualifies, and how they can support your retirement income strategy—especially when delaying Social Security benefits or avoiding portfolio drawdowns.