Overcoming Behavioral Biases
Behavioral science helps us understand what obstacles interfere with our ability to make sound decisions that align with our best interests and long-term goals.
Improve how you make financial decisions
Behavioral economists have researched why people often make choices against their best interests, even when they know better.
The Retirement Challenges Facing Baby Boomers
In a study by the Bankers Life Center for a Secure Retirement, a majority of baby boomers said they were not confident they have the financial means to retire comfortably.
Saving Dollars Now Can Change Your Future
Recognizing the potential value of every dollar is a key step to achieve prosperity. Saving money relies on the importance of the time value of money.
Long-term Care: Purchasing Insurance
With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years.
Protect yourself from identity theft
Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft.
Should You Buy or Lease Your Next Car?
If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle and credit history.
Determining the best mortgage for you
Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation.
Planning for Charitable Giving
As part of the planning process, it is important to have conversations with clients about charitable giving – what motivates their giving, how it fits with their long-term goals and how they would like to include their family.
A reality check for your future retirement: Part II
Building a Realistic Picture of Retirement – One of the keys to engaging with your future may lie in the details.