March 20, 2025
7 Key Considerations Before Cosigning a Mortgage for Your Child
Homeownership has long been a key piece of the American Dream, symbolizing financial stability and independence. Yet with rising home prices, elevated interest rates, stagnant wages, student loan debt, tighter lending standards, and a limited supply of starter homes, many young adults feel this milestone is out of reach—so they turn to mom and dad for help.
March 18, 2025
How to Recognize Tax Scams During Filing Season
Between gathering documents, figuring out deductions, and making sure everything is done correctly, the last thing you want to worry about during tax season is scammers. Unfortunately, fraudsters ramp up their efforts every tax season, using phone calls, texts, emails, and even fake letters to trick people into handing over personal information or money.
March 18, 2025
FRAUD ALERT! Don’t be Fooled…Bankers Life and Casualty Company vs. Bankers Life Insurance Company
Recently, there has been some confusion among customers and the public regarding the status and affiliation of Bankers Life and Casualty Company doing business as Bankers Life with Bankers Life Insurance Company in North Carolina which was placed in rehabilitation by order of the Superior Court of Wake County, North Carolina back in 2019. This blog aims to clarify the differences between these two companies and provide reassurance to the valued policyholders of Bankers Life and Casualty Company.
March 12, 2025
5 Key Considerations Before Adopting a Dog in Retirement
Retirement is often seen as a time of freedom and relaxation, but it can also bring a sense of loss—whether it’s the structure of daily work, social interactions, or the sense of purpose that comes with a job. That’s why many retirees look for ways to fill the void, and for some, adopting a dog is the perfect solution.
March 5, 2025
When Caregiving Ends: How to Navigate This Life Transition
Caregiving for an aging loved one is an all-consuming responsibility that demands your time, energy and emotional investment from sunup until sundown, day in and day out, year after year.
February 26, 2025
The Year 2025: Record Numbers Are Turning 65…What It Means for You
The year 2025 marks a significant milestone in the United States. Why? Because a record number of people will reach the age of 65. On average about 11,400 Americans will turn 65 every day of the year 2025 a phenomenon referred to as Peak 65. This demographic shift, largely driven by the baby boomer generation, will have implications for retirement planning, healthcare, and the economy at large.
