Annuities and Annuitization Explained

If you have an annuity or are considering adding one to your retirement plan, it can be hard to get a simple explanation of how they work and what they can do for you.

You can always reach out if you have questions about whether annuities are right for you.

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Silvia Evans
A Parent's Guide to Supporting Young Adults

As this trend continues, more parents are providing financial support that they didn’t plan for. In addition to the impact this can have on their own finances, many are unsure how to navigate support in a way that encourages independence.

How can parents help set their children up for success as adults while balancing their financial planning needs?

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Silvia Evans
Maintaining a Healthy Money Mindset

It's hard to find any good news about finance these days. Market forecasters are starting to use the dreaded “r” word to describe the economy and headline after headline is doom and gloom.

A healthy wealth mindset can help you keep your eye on the prize even when the market flinches. 

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Silvia Evans
Life-Proofing Your Retirement Savings

There’s no crystal ball that can predict life’s unexpected twists and turns. But when life changes hurt your hard-earned nest egg, shrugging and saying “c’est la vie” is not a viable solution.

Luckily, we can always prepare for the unexpected — no crystal ball required.

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Silvia Evans
Don't Fall for These 5 Finance Faux Pas

Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high points — and go unnoticed because of it.

Have you ever fallen for these financial mistakes? It happens to the best of us. Thankfully, they can be easy to avoid:

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Silvia Evans