Tag Archives: healthy lifestyle

More than one-third of Americans have little to no money saved for retirement. Most of them are part of generation X, who were most affected by the Great Recession of 2008.1 They lost almost half of their net wealth during a time when they carried hefty financial obligations including mortgages, aging parents, and children – […]

Saving for retirement to sustain your standard of living is a continual effort to prevent your quality of life from declining in later years. Unfortunately, for many retirees, this goal can be difficult to achieve. Even with planning, 52% of working-age households may not be able to sustain their lifestyles in retirement.1 You can take […]

Before you retired, you may have spent time developing strategies to help you reach your retirement goals. You might have invested for the income you would need, minimized your debt, or protected yourself with long-term-care insurance. By focusing on your financial goals and envisioning the lifestyle you wanted for that next stage in life, you […]

Saving money before and during retirement so their standard of living doesn’t suffer is important for many retirees. Unfortunately, many Americans aren’t saving nearly enough and are falling short of setting aside adequate funds to support their retirement needs. The average retirement savings for people aged 56-61 is only $163,577. Meanwhile, retirees can spend nearly […]

Saving more and spending less are often at the top of the New Year’s resolution list – but only 8% of people actually stick to their goals! Financial professional Mindy McIntosh talks with WMSH FOX66 Profitt Report about how you can pump up your pocket book and get financially fit. When you want to get […]

End the Year on a Financial High Note The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now […]

Healthcare Open Enrollment The Affordable Care Act has changed the face of individual insurance and will continue to do so going forward. In order to prepare you for the 2017 open enrollment period we wanted to provide you some helpful information. Open enrollment for 2018 runs from November 1st, 2017 through December 15, 2017. Effective […]

Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Momand debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses. […]