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Combining Your Finances When You Marry

September 7, 2018

How separate (or intertwined) should your financial lives be?   Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their relationships are just fine.   Just as a marriage requires understanding, respect, and compromise,…

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Guarding Against Identity Theft

September 5, 2018

Take steps so criminals won’t take vital information from you.   America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million people across the nation were impacted by I.D. theft in 2017 – an all-time high.1…

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Do You Know Who Your Beneficiaries Are?

September 3, 2018

Why you should periodically review beneficiary designations.   Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities…

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