Blog Entries

Continuing to Work After Drawing Social Security? What Retirees Should Know

Like many people, you may associate Social Security retirement benefits with a key part of their name: retirement. However, you may continue working while drawing Social Security retirement or survivor’s benefits, and in many cases, doing so could lead to a higher overall benefit. Below, we discuss a couple of things retirees should know if …

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Three Ways to Celebrate Financial Literacy Month

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Some states also recognize it, such as Arkansas, Oklahoma, Pennsylvania and Texas.1  This celebratory month began as Youth Financial Literacy Day, an effort to educate young people about key financial concepts that are often …

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Making the Most of Your Relationship with a Financial Professional

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what’s most important to you? A strong relationship with your financial professional may be key in managing your finances, …

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What to Know About Working with a Financial Professional

If you’ve been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a near-stranger can be an intimidating one. To make this relationship work, you’ll need to place a great …

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