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Ensuring your hard-earned savings is there for generations to come.

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What You Need to Know About Target Date Funds

Many investors look to target date funds to set-and-forget their retirement investments, but are they actually the right investment choice for you? Although target-date funds might seem like the perfect solution, it’s important to truly understand how they work and whether or not they fit your long-term savings goals.

Investing Insights
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Factoring Insurance Into Your Financial Plan

Insurance acts as a life vest, keeping you afloat in difficult times. Framed in a mindset of care, insurance is one way to protect your loved ones in the event of your inability to. As you near retirement, it is a good idea to think about the type of insurance you may need going forward. Below, I have outlined the pros and cons of 3 main insurance plans: life insurance, health insurance, and long-term care insurance. This list is meant to give you an idea of what lay just beyond the horizon, and how insurance plans could fit into your financial strategy.

Financial Planning Retirement Planning