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You may have heard that IRAs and employer-sponsored plans [e.g., 401(k)s] are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out your contributions to those accounts and want to save more? An annuity may be an appropriate investment to look into. It pays to shop around […]

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs. With the help of […]

Provided by Holland Rajaniemi The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be time […]

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. 

Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to receive a distribution from your employer retirement savings plan.1 Option 1: Leave the money […]

Get Flexible Financing with a Smart-E Loan A Smart-E Loan offers no money down, low-interest financing to help you improve the comfort of your home – and save money! Choose from over 40 home improvement projects that reduce energy use and costs. Maximize your savings by bundling two or more qualifying upgrades. • Rates as […]

Barbara Zendzion, AVP Real Estate Lending, NMLS# 442681 at CorePlus; discusses the pre-qualification process as the first step to take before you start looking at homes. Be sure to Subscribe to our YouTube Channel for our upcoming CPCU Videos!

/ˈtēmˌwərk/ noun: team work Teamwork is the collaborative effort of a team to achieve a common goal or to complete a task in the most effective and efficient way. 10 qualities of an excellent team player Every organization relies on good teams. Effective teamwork in the workplace helps drive the organization toward success. Here are […]