by lportee53 | Jun 4, 2026 | Insurance, Investment, Retirement
4 Steps to Protecting a Child with Disabilities Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s...
by lportee53 | May 20, 2026 | Investment, Retirement
3 Estate Challenges for Blended Families Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children...
by lportee53 | May 13, 2026 | Retirement
First Year of Retirement: What to Expect There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that’s all yours to enjoy however...
by lportee53 | May 6, 2026 | Retirement
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
by lportee53 | Mar 11, 2026 | Retirement
Choosing a Retirement Plan that Fits Your Business If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my business afford to...
by lportee53 | Jan 28, 2026 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
