Archive for the ‘Empty Nest’ Category

Managing finances while a family member is enlisted or overseas

November 9th, 2017 Mike Finlayson

November is Military Family Month, and as we show appreciation for the sacrifices those in the military make, it’s important not to forget the unique challenges they face, such as serving overseas or being deployed in conflict zones. Those challenges also impact the service members’ ability to effectively manage their finances while also dealing with […]

Get Smart About Credit Day is Oct. 19 – here are three key takeaways

October 12th, 2017 Cindy Roberts

National Get Smart About Credit Day is Oct. 19, and we hope you take the opportunity to review your credit report and take action, if needed. Get Smart About Credit Day was launched in 2003 by the American Bankers Association Education Foundation as a way to help educate young adults about the importance of their […]

Keep your eyes open for these warning signs of elder financial abuse

August 10th, 2017 Cindi Schrock

Unfortunately elder financial abuse is increasingly becoming a problem we all need to be aware of. Nearly 1 in 5 Americans over 65 say they have been a victim of financial exploitation, according to a poll released by the nonprofit Investor Protection Trust. What’s worse, these numbers are expected to get worse as the boomer […]

woman writing check

How to make memorial donations

July 6th, 2017 Melissa Koop

One of the ways to honor someone who has passed away is to make a donation in their memory. Not only does this honor the deceased’s life, it also helps create a legacy for that individual in the future. But what’s the best way to go about this? And how can you ensure the money […]

eBook: Your guide to investing

June 22nd, 2017 madmin

Investing can be a daunting task. While you want your money to work as hard as you do, it can be difficult to determine where to start. Shall you open an IRA account or put all your money in a 401(k) account? What are bonds? How should you adjust your investment strategy as you age? […]

How to talk money with your aging parents

May 18th, 2017 Sandy Bailey

There was a time when your parents introduced you to the fundamentals of money. They gave you a piggy bank. In your teens, they encouraged you to get a job to learn the value of a dollar. Now, things have somehow come full circle, and the roles have changed. It’s now up to you to […]

scott jamison, ira, roth ira, empty nest, retirement planning, catch up contributions

IRA catch-up contributions limits for 2016 and 2017

March 23rd, 2017 Scott Jamison

As an Empty Nester, chances are you’re turning your attention to your upcoming retirement and your nest egg. If you’re left feeling like your nest egg could be bigger, make sure you familiarize yourself with IRA catch-up contributions. They are a valuable tool in increasing your retirement savings as you approach the golden age. What […]

Shredding financial documents

Most popular blog articles of 2016

January 12th, 2017 madmin

It’s the beginning of a new year and everyone is filled with good intentions. As you make resolutions about your personal relationships and your health, don’t forget about your finances. January is the perfect time to complete those money management tasks you’ve been pushing off for 12 months. We’ve pulled together the most popular money […]

Is a third-party executor the best choice for you?

Is a third-party executor the best choice for you?

October 20th, 2016 Dennis Mitchell

One topic that invariably comes up during the estate planning process is the designation of an executor. The executor is the person or persons you designate in your will to carry out your directions and to dispose of your assets as you have instructed. Generally, the role of the executor is to make sure debts […]

How to keep your financial information safe online – our best tips

July 29th, 2016 madmin

Identity theft – it happens every day. Whether it’s fake emails or dumpster diving, identity thieves are very resourceful and use lots of different techniques to steal people’s private information. It’s important to remember that it’s up to you to protect your identity. It requires much less work to take precautions against this crime than […]

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