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Time for Your Pre-retiree Checklist?

By Gwen Hodges Like everyone, you want to enjoy a comfortable lifestyle when you retire. But a successful retirement doesn’t just happen – it requires a lot of planning. And that’s why it’s a good idea to draw up a “pre-retiree checklist.” Such a checklist might look like this: • Twenty years before retirement: Try […]

WHEN DO YOU NEED A FINANCIAL ADVISOR

By Gwen Hodges If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you may realize you need some professional assistance. But when? Actually, you […]

Time to Review Your Investment Strategy

By Gwen Hodges As the year draws to a close, it’s a good time to review your progress toward your financial goals. But on what areas should you focus your attention? Of course, you may immediately think about whether your investments have done well. When evaluating the performance of their investments for a given year, […]

Here’s Your Retirement Countdown Key Goals with Life Insurance

By Gwen Hodges If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to have earned scads of money during your working years. But you do need to make the right moves at the right time – which means you might want to start a “retirement […]

Protect Three Key Goals with Life Insurance

Gwen Hodges September is Life Insurance Awareness Month. And “awareness” is an appropriate designation, because many people remain unaware of the many ways in which life insurance can help families meet their key financial goals. Here are three of the biggest of these objectives, as seen through the eyes of a hypothetical couple, Jim and […]

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