April 9, 2025
Digital Transformation in Retirement Planning and Wealth Management
Do you remember the days when managing your retirement and investment accounts meant endless phone calls, in-person meetings, and waiting for paper statements to arrive via snail mail? It wasn’t that long ago, but thanks to today’s technology, people can now manage their money with the tap of a finger. Online platforms let people track investments and adjust retirement plans anytime, anywhere (no fax machines, postage stamps or getting on the horn required).
April 2, 2025
5 Steps to Protect Yourself from AI-Enhanced Investment Scams
As technology advances, so do the tactics employed by bad actors to deceive unsuspecting investors. One of the latest trends involves the use of generative artificial intelligence (Gen AI) to create convincing fraudulent media. This blog will explore how these scams operate and offer strategies to safeguard your investments.
March 26, 2025
5 Smart Strategies to Reduce Household Costs in the Face of Rising Prices
As costs continue to rise, many Americans are feeling the financial squeeze. From higher grocery bills to increasing utility expenses, it’s becoming more important than ever to find ways to stretch every dollar. The good news? A few simple adjustments to your spending habits can help you save more than you’d realize. Here’s how:
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.
