Saturn Wealth

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Financial Fraudsters Preying on Boomers & Elders

September 13, 2018

If something sounds too good to be true, it probably is.    If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number of too-good-to-be-true “investment opportunities” to retirees. Given…

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How Your Credit May Affect Your Life Insurance Premiums

September 10, 2018

You may be surprised to learn about the potential relationship.   Does your credit history partly determine the cost of your life insurance? It may. The potential for such a relationship may surprise you – and the relationship is not without controversy.   Insurers think a good credit history implies several things. It signals a…

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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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