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Now Is The Time To Make Your Financial Health A 2022 Priority

As the New Year begins, losing weight, eating healthier, exercising more and spending more time with family and friends are among the most popular 2022 New Year’s resolutions. And yes, prioritizing your physical and emotional well-being is
Read More5 Things to Do Before You Retire
Thursday, November 26, 2020As your retirement years grow nearer, you may be wondering what you need to do to prepare. Below is a checklist of things to prioritize in your personal retirement plan. Some of them you may already have started or completed, and...
Read More5 Things Late Retirement Planners Can Do Right Now
Thursday, November 19, 2020According to a recent Guardian study, more than 1 in 3 Americans are considering delaying retirement.1 If you’re “late to the game” in your retirement planning and are beginning to think that all hope may be lost,...
Read MoreHow Do You View Your Future?
Thursday, November 12, 2020A successful retirement doesn’t happen automatically. It takes careful planning. The Long-Term Vision Test, our interactive retirement planning tool, can help you create the kind of future you envision. The tool has you rate 10...
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What I Wish I Had Known Before Retirement
Thursday, November 5, 2020If you reflect on your high school and college years, chances are you wish you had dedicated more time and attention to your studies. Whether it’s your education, family life or professional career, such wisdom only comes with...
Read MoreDo You Have Financial Vampires in Your Life?
Thursday, October 29, 2020You know the drill when it comes to Halloween — beware of ghosts, goblins, and scary clowns. But there’s one major thing that’s scarier than all of that, combined: an empty bank account. Cause of death? Pesky...
Read MoreYour Financial Path Forward in the Midst of Mental Illness
Thursday, October 22, 2020Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate—and can have a major...
Read MoreFrom Alien Abduction to Zombie Apocalypse, the A to Z of Insurance
Thursday, October 15, 2020Of course you’ve heard of life insurance, and maybe you’ve heard of celebrity body part insurance, but have you heard of zombie apocalypse insurance? It seems that wherever there is a concern, whether real, imagined, or...
Read MoreMental Health for the Next Gen: 4 Tips to Support Teens
Thursday, October 8, 2020The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing one more...
Read MorePlanning for Unexpected Health Care Costs
Thursday, October 1, 2020This year, you or a family member may have accumulated medical expenses. On average, Americans spend nearly $5,000 per person in their family, per year*. While many individuals may have health insurance to help pay for some of these...
Read MorePlanning for Your Wealth and Retirement Strategies with Life Insurance
Thursday, September 24, 2020Bought or sold a house this year? Planning to downsize or retire? These are all questions to consider as you form your financial strategies for the upcoming year and beyond. In addition to the death benefit that can be provided with a...
Read MorePlanning for Life Events with Life Insurance
Thursday, September 17, 2020The addition of a family member is a joyous occasion. With new additions to the family, there’s so much to consider – from diapers to college savings. A pivotal part of life insurance is making sure that your beneficiaries...
Read MoreSchedule a Yearly Policy Review
Thursday, September 10, 2020Every year, you reflect on your goals, achievements, and what you want to improve upon for the next year. The same reflection should apply to reviewing your financial strategies. When it comes to your life insurance policy or exploring...
Read MoreSeptember is Life Insurance Awareness Month
Thursday, September 3, 2020Did you know that September is Life Insurance Awareness Month? Each year, September serves as a month of protection preparedness or awareness, and this year, we are focusing on Your Year in Review. So much can occur in an...
Read MoreThe Pros and Cons of 529 College Savings Plans
Thursday, August 20, 2020If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for accumulating the necessary funds to pay for...
Read More4 Easy Ways to Turn the Next Generation into Savvy Savers
Thursday, August 13, 2020In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever. Doing so equips them to weather life’s...
Read MoreIt Costs How Much? Saving for Your Child’s Education
Thursday, August 6, 2020College graduation. Pomp and circumstance. Crying parents. As students walk across the stage to accept their diplomas, many are taking the final steps of a journey that started the moment they were born—when their parents began...
Read MorePermission Slip

Remember when there was a field trip or something in school and we need a parent or guardian to sign a permission slip? Maybe we knew they’d sign.... maybe we’d have to wait to catch them in a good mood. But there was...
Read MoreThe 12 Steps to Living Confidently: How to Make Smart Debt Decisions
Thursday, July 23, 2020Is debt the D in our DNA? Seems to be. The day after a Stone Age genius invented the wheel, a fast-talking salesman was probably advertising hot deals—low cost financing!—on a new set of wheels. Going into debt—using...
Read MoreWays to Turn Spending into Savings
Thursday, July 2, 2020Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them. Limited resources and rising expenses can make “getting ahead” feel impossible. Breaking out of this trap begins with...
Read MoreBringing Gender Balance to Your Financial Protection Strategy
Thursday, June 25, 2020According to the Insurance Information Institute, whether or not they work outside the home, women contribute to the economic well-being of their family in important ways – from taking care of the household to acting as the...
Read MoreHow to Retain Top Talent
Thursday, June 18, 2020Business Boosters: Holding on to Talent No matter what business you’re in, once you start hiring employees, you get into the people business. Employees are often a company’s most important investment, and labor costs can...
Read MoreNot Just Equal Pay, Equal Job Security
Thursday, June 11, 2020While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract from some of the important work that needs to be...
Read MoreProtect the Business You've Built
Thursday, May 28, 2020May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. Owning your own business can be a challenge. You’re constantly thinking about the ins and...
Read MoreAs an Accountant, You’ve Worked Hard – Now Protect Your Income
Thursday, May 21, 2020May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. For many accountants, working hard to attain your educational goals has always been a life long...
Read MoreSafeguard Yourself from the Risks of Disability
Thursday, May 14, 2020May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. We get caught up thinking about events that could affect our lives which are unrealistic with low...
Read MoreBridge the Paycheck Gap
Thursday, May 7, 2020May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. In this post we share key statistics that show how disabilities can impact anyone and why that...
Read MorePut Your Child on the Path to a Stronger Financial Future
Thursday, April 30, 2020Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first tooth, or the first day of school. No matter the time of year, it’s always a good time to resolve...
Read MoreYou’re Not an ATM: 5 Tips for Teaching Your Kids the Value of Work
Thursday, April 23, 2020“Mom, can I have five bucks?” These words will be heard by all parents at some point. Every parent must decide—and fairly early on—how to answer and handle being a walking, breathing ATM. Children need to be...
Read MoreToddlers to Teens: The Lesson of Money
Thursday, April 16, 2020Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment. Oddly, it’s often a topic that isn’t talked about or shared with...
Read More5 Things You Should Do Now to Protect Your Personal Finances

If you are worrying about how the COVID-19 pandemic will impact your personal finances, you are not alone. Never before have so many Americans been asked to stay home, hopefully to work remotely, but in many cases, not to work at all....
Read MoreWhy Financial Planning Should Be Part of Your Family Planning
Thursday, April 9, 2020Deciding to make the parenthood leap may be one of the biggest life decisions you’ll ever make. It’s also a big financial decision. According to a recent Guardian study, 26 percent of working Americans are stressed and...
Read MoreHow Financially Literate Are You?
Thursday, April 2, 2020Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others are long-term: How should I invest for retirement? We weigh economic input (the cost of a latte, the return on an...
Read More6 Tips on How to Spend Your Money for Happiness
Thursday, March 26, 2020Can money buy happiness? Maybe. For example, people who have financial strategies are typically happier because they feel more in control. On the other hand, people who lack financial resources report varying degrees of stress and a...
Read MoreFive Ways to Help Make Your Money Last Longer
Thursday, March 19, 2020The good news is that Americans are living longer these days. The average life expectancy has risen steadily from 49 years in 1900 to 79 years in 2000. Congratulations if you live in Hawaii – your state has the highest life...
Read MoreThat Which is Most Precious...

We all have things that are important to us...things we cherish. Our spouse, our kids, friends, family... But there’s one thing we should cherish that usually goes unnoticed: our compounding interest curve. Doesn’t sound...
Read MoreThe Big Little Things: 5 Easy Ways to Protect Your Money
Thursday, March 5, 2020It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers...
Read More8 Tips for First-Time Home Buyers
Thursday, February 27, 2020Buying your first home is a big decision that involves a major financial commitment, so you want to make sure you approach it smartly. Here are some important tips to help you make this decision. 1. MAKE SURE HOMEOWNERSHIP IS RIGHT...
Read MoreFinancial Hacks for Millennials: Values-Based Investing
Thursday, February 20, 2020We live in the age of customization. We can tailor our playlists, our newsfeed and even create our emojis. Investing is no different, and there are more options than ever to reflect your personal interests — and beliefs —...
Read MoreOh Behave!

Want a hot stock tip? Come closer. Closer. (Whispers) Stop looking for stock tips... When it comes to investments for the average person - average meaning less than multiple millions of dollars to invest - we need to forget finding a...
Read MoreFinancial Fixes: Beware of Market Bubbles
Thursday, February 6, 2020Centuries before the crash of 1929, the dot-com bust, and cryptocurrency, there was the tulip bulb in the Netherlands. 1 In the 1600s, the country’s emerging middle class began to fawn over the flora and display tulips to show...
Read MoreThanks, Mom!
Thursday, January 30, 2020When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better. It turns out Mom really did know best when she laid down essential truths to live by. Here are some...
Read MoreMoneyWoman: Unleash Your Inner Financial Superhero
Thursday, January 23, 2020The first National Women’s Equality Day was in 1971. Women couldn’t get credit cards in their own name back then. And if a woman became pregnant, she could be legally fired. Thankfully, a lot has changed, but some things...
Read MoreSuperhero Inspired Financial Empowerment Tools for Women
Thursday, January 16, 2020Women are becoming entrepreneurs at five times the national average1 — and their businesses are powering the economy, employing nearly 7.9 million people and generating $1.4 trillion in sales.2 Women are even ascending to...
Read MoreFinancial Empowerment for Women
Thursday, January 9, 2020Financial Empowerment for Women Recently 117-year-old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw eggs every day.[1] While the jury is still out on the merits of that diet,...
Read MoreTrack Your Spending Like Your Social Media
Wednesday, December 18, 2019More than 40 percent of Americans check Facebook daily but only 2.2% check on their personal finances each day1. Of course, Facebook, Instagram and Twitter are far more fun than budgeting, but for a lifetime of financial well-being...
Read MoreGift Yourself a Debt-Free Holiday
Monday, December 9, 2019Ever wonder why Elvis had a blue Christmas? Why Frosty the snowman was in such a hurry to leave town? Why the Grinch was so grumpy? Maybe they were worried about Blue Monday. Landing on January 20 this year, it’s also called the...
Read MoreThe 12 Steps to Living Confidently: How to Cut Your Expenses
Tuesday, November 26, 2019The 12 Steps to Living Confidently: How to Cut Your Expenses “Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing....
Read MoreThe 12 Steps to Living Confidently: How to Set Up a Budget
Wednesday, November 20, 2019Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...
Read MoreSaving for Higher Education with Whole Life Insurance
Tuesday, September 10, 2019College costs are constantly rising and it’s only getting tougher to save for it. So, paying for your child or grandchild’s college education tomorrow requires planning today. A whole life policy is a great way to save for...
Read MorePut Your Child on the Road to a Stronger Financial Future Today
Tuesday, September 3, 2019As a parent, you’re constantly worrying about your child’s protection because caring for them is your top priority. When they’re young, you want to make sure they’re always fed, bathed, and happy. When they...
Read MoreDon't Worry, We've Got This
Monday, July 8, 2019“I feel privileged to be a small part of Dr. Tovar’s incredible journey” said Strategies for Wealth advisor, Vidal Peoples. Helping our clients is why we come to work each day. Life can be full of ups and downs, and a...
Read MoreStrategies for Wealth Named a 2019 Best Place to Work for Financial Advisors by Investment News
Tuesday, April 2, 2019https://www.investmentnews.com/section/best-places-to-work-for-financial-advisers/2019/profile/44/strategies-for-wealth
Read MoreStaying Financially Afloat Through Illness or Injury
Saturday, March 23, 2019By Sheryl Nance-NashSpecial to NewsdayFeaturing Vidal Peoples, Strategies for Wealth How stacked is your emergency fund? You might be able to pay expenses for a month or two, but maybe not. You know that stuff happens, but you cross...
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