Resources

Financial Planning

How to Protect Your Money from 5 Consequences of the National Debt

Discover how rising U.S. national debt could impact your personal finances—from higher taxes and reduced Social Security to estate planning and interest rates. Learn proactive strategies to protect your wealth and retirement goals.

Doug Kuring CFP®

Apr 21, 2021

Media appearances

Planning Your Long-Awaited Vacation

If you’re like us, you probably can’t wait to get out of the house. With vaccines slowly getting us back to normal, a lot of folks are considering rewarding themselves with an overdue vacation.

Peg Webb

Apr 17, 2021

Retirement

3 Retirement Planning Tips for Late Starters

It’s never too late to save for retirement. Learn how to catch up with smart strategies like maximizing contributions, adjusting investments, and optimizing Social Security benefits.

Apr 13, 2021

Lady pushing a person in a wheelchair on a path through a grove of cherry trees

Financial Planning

5 Things to Look for in a Disability Insurance Policy

Disability insurance is often overlooked—but it could be more critical than life insurance. Learn how to evaluate your coverage, understand key policy features, and protect your income.

Kimberly Jobson CFP®, CRPC®

Apr 11, 2021

Businessman on a private plane looking out a window.

Tax Planning

Making the Most of the New Tax Deadline

The IRS extended the tax filing deadline to May 17. Discover Bruce and Peg’s expert tips on how to use the extra time to reduce stress and maximize your tax return.

Peg Webb

Apr 10, 2021

Financial Planning

8 Tips to Protect Family Caregivers from Financial Burden

Caregiving can take a serious toll on your finances—especially for women. Learn how to protect your savings and plan for the future with 8 smart financial strategies for caregivers.

Edwina Allee

Apr 7, 2021

Resources

Filters

How to Protect Your Money from 5 Consequences of the National Debt

Planning Your Long-Awaited Vacation

3 Retirement Planning Tips for Late Starters

5 Things to Look for in a Disability Insurance Policy

Making the Most of the New Tax Deadline

8 Tips to Protect Family Caregivers from Financial Burden