Imagine having the flexibility to enhance your retirement savings with an additional tax-advantaged account. In this video, Brandon Aber explains the details surrounding the Roth feature.

In this issue, we explore early retirement package offers, the difference between value and growth investing, and how to get rid of those annoying telemarketer calls.

Do you wonder where you might be on your journey toward financial independence? Would you like some tips to help you see if your savings and investments have you on track to meet your goals? Do you want to see how small increases in saving over time might help you gain peace of mind? Please watch our webinar where we will help answer these and other questions. 

In this issue, we explore the latest Social Security projections and insight on planning for the future of the program, along with a look at the importance of creating and maintaining a home inventory.

A 2016 Aflac Workforces Study found that 93% of employees choose the same benefits year after year, even when the benefits themselves change – sometimes significantly. This video highlights the importance of carefully reviewing and analyzing your options annually.

Imagine what you could do with the right financial advice. Discussing your finances with someone is not easy. In this video, Debra Gates discusses how talking with a financial advisor empowers you to build confidence and take control of your future.

In our conversations with clients over the past few months, the main question has been remarkably consistent: Are we on the brink of a recession?

Receiving a financial windfall should be a positive milestone that permanently alters an individual’s or family’s future for the better. Yet, gaining immediate and substantial wealth can often have the opposite effect, leading to a new set of challenges that can put that wealth at risk.