by matson | Sep 16, 2021 | Articles
Learn how various stages of life can affect your life insurance needs. Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need....
by matson | Aug 16, 2021 | Articles
When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. Start...
by matson | Jul 16, 2021 | Articles
After the historic Obergefell decision, it’s important for LGBTQ+ couples to comprehensively review their estate plan. On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and...
by matson | Jun 16, 2021 | Articles
When it comes to the amount of your social security benefits, you have a choice in the matter. For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn...
by matson | May 16, 2021 | Articles
After a tumultuous financial year, follow these suggestions to get your credit in tip-top shape. Many people had their financial plans derailed in 2020. You or a spouse may have lost a job or been hit with unexpected expenses for medical care, assisting family...
by matson | Apr 16, 2021 | Articles
If you’re wondering whether to hold onto some common financial documents, follow these record-keeping rules of thumb. Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital...
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