News

1
Nov

4 Must Know Financial Terms

4 Must Know Financial Terms The holidays are upon us! And with the holidays comes the fun tradition of holiday shopping! Just as you should plan when shopping, you should also plan of when dealing with finances. Although Financial Literacy month isn’t until next year, we wanted to get a head start by celebrating Canada’s Financial Literacy month, November! Before

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14
Oct

5 Things To Consider When Building Your Retirement Financial Plan

5 Things To Consider When Building Your Retirement Financial Plan October marks National Financial Planning Month, a time when Americans can look at how they are saving, their retirement goals, and how they can create a tailored approach that works for them. October is the perfect time of the year to plan, with summer winding down and the holidays fast

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1
Oct

Five Things to Add to Your Financial To-do List

Five Things to Add to Your Financial To-do List The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning. It’s a great time to review

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28
Sep

Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season

Teacher’s Retirement Q&A on Fixed Indexed Annuities This Back-to-School Season Teachers are among the hardest working professionals and have the unique responsibility to prepare our younger generations for the future. And, as educators across the country are participating in another back-to-school season, it is a good time to highlight how these individuals are looking toward their retirement future. From teachers

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8
Sep

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement

Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week (NPW), September 3 – 7, celebrated America’s employees and the payroll professionals

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1
Sep

5 Signs You’re Ready to Retire

5 Signs You’re Ready to Retire You are nearing the average retirement age and each day it becomes closer and closer. The question is, are you ready to retire? Check out these 5 signs you’re ready to retire. Your Savings Exceeds Your Retirement Goals: At one time or another, you sat down and made an investment plan so you could

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31
Aug

3 Simple Ways to Save for Retirement

3 Simple Ways to Save for Retirement Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than

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21
Aug

Celebrating Senior Citizens – Today and Every Day!

Celebrating Senior Citizens – Today and Every Day! Every August 21 we honor our seniors and recognize their achievements to society. This tradition began in 1988 when former President Ronald Reagan declared August 21 to be National Senior Citizens Day. Prior to this declaration, many observed August 14 as National Senior Citizens Day when former President Franklin D. Roosevelt signed the Social Security

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8
Aug

3 Ways To Celebrate National Dollar Day While Preparing For Your Golden Years

3 Ways To Celebrate National Dollar Day While Preparing For Your Golden Years With pennies in your back pocket and dollars in the couch, money may seem like it’s virtually everywhere. But, do you know when this phenomenon first began? In 1786, 232 years ago today, Congress established the U.S. monetary system. However, the first U.S. dollar was not printed

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1
Aug

Tips for Back to School Season

Tips for Back to School Season Although it’s not even August yet, storefronts and businesses are beginning to advertise what some kids dread, and others cherish, back to school time. In a report from Huntington Bank Backpack Index, school supplies have increased a whopping 88% since 2007. With this statistic, here are 3 tips to consider for this back to

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