Enhanced Financial Solutions

Medicare Enrollment is in less than a month.

Only two days left to sign up for new 2020 Medicare Plans.

Kids are expensive, but that does not mean that parents will end up less prepared for retirement. Here are eight areas of focus empty nesters should consider to improve their retirement readiness, based on research by the Center for Retirement Research (CRR) at Boston College.

Planning for Retirement: A Generational Perspective Today’s working-age households have a much lower “retirement readiness” score than their parents did 30 years ago. Here’s why & what to do about it:

The top three areas of financial stress for employees based on Prudential research are: saving for the future, paying monthly bills, and managing credit card debt. Financial wellness programs can provide an opportunity for employers to help employees stay financially fit.

The State of Financial Wellness in America – Findings from Employee Self-Assessments 57 percent of employees are very or somewhat stressed about their financial situations, a Prudential study found. Many need help managing day-to-day finances, achieving important financial goals, and protecting against financial risks.

I have been recognized as a part of the President’s Council, which is one of Prudential Advisors’ highest levels of recognition for top performers. You deserve the best to help manage your financial matters, contact me today to learn more.

Two-thirds of Americans are overwhelmed by the number of financial products available, Prudential research found. This can lead to suboptimal investing. Financial professionals can help make you more comfortable and knowledgeable about your investments.

Perspectives on Retirement - 2016 Retirement Preparedness Survey Findings More than half of pre-retirees these days expect to have a harder time saving for retirement than their parents or grandparents did. Advisors can play an important role in bridging the retirement preparedness gap.

Can owning life, disability, or long-term care insurance make you more financially secure? A new report by the American Council of Life Insurers says “yes” – and by a significant percentage.

Assessing Americans’ Financial & Retirement Security | ACLI.com Assessing Americans' Financial and Retirement Security is a comprehensive analysis by ACLI that presents a high-level snapshot of Americans' current state of financial and retirement security. The analysis offers a detailed definition of financial and retirement security across different generations...

Get ready for the week with this genius Monday quote

Did you know that 10% of all fatal crashes are a result of distracted driving? Remember to keep your eyes on the road, not on your phone.

33% of women have a clear set of retirement goals compared to 45% of men, Prudential research found. As a result, women face greater challenges in achieving a secure retirement.

Closing the Retirement Income Gender Gap: The Opportunity is Now Women are facing a retirement crisis. With lower average retirement savings, combined with longer life expectancies, women are projected to have much lower income to sustain them throughout retirement versus their male counterparts.

One lesser-known use of life insurance: to help reduce the risk of burning through capital during retirement. Like a versatile tool with multiple uses, life insurance can be used to protect against many of the risks that retirees may face.

Life Insurance: The Versatile Tool for Retirement Protection Permanent life insurance has some surprising uses in retirement – such as helping reduce taxable income. Here are three other ways life insurance can help you during retirement:

IRA Contribution Deadline is April 18th this year. Don't miss out.