News

4
Nov

The Interplay between Family Literacy Day and Legacy Planning

National Family Literacy Day is celebrated annually on November 1st. It was established to encourage families to partake in financial literacy-related activities together. It underlines the family’s vital role in nurturing their children’s financial literacy skills from childhood through adulthood.

28
Oct

Annuities 101: Benefits of Annuities and Their Drawbacks

Annuities, insurance products issued by insurance companies, are often recommended by insurance and financial professionals to investors. They are designed to provide a steady income stream in retirement. While there are benefits of annuities, they also have drawbacks that investors should consider.

21
Oct

Proposed 2025 Changes to Social Security

In recent years, there has been ongoing discussion and debate about potential changes to the Social Security system in the United States. This year is the same as the Social Security Administration, which is considering numerous changes for 2025.