Articles by Katy:

The Role of Life Insurance in Charitable Giving

According to the National Philanthropic Trust, Americans gave 557.16 billion in charitable offerings...

Older man with arms crossed wearing glasses looking into the distance outside.

Understanding Your Pension or Social Security Benefits in 2025

Keeping up with economic fluctuations can be challenging. Staying informed about personal finance...

Shot of a mature woman using a digital tablet while going through paperwork at home.

Can a Minor Be a Contingent Beneficiary? What You Need to Know

Whether you are looking into the logistics of life insurance or putting together a trust, contingent...

Adorable toddler with his grandfather relaxing at home reading a book together.

4 Financial Tips to End the Year

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway,...

Older woman with gray hair with her hand to her chin looking intently at her open laptop while sitting on her couch.

Ages and Stages of Retirement Planning

It was recently reported that 31% of adults say they aren’t sure if they will have enough saved for...

Little girl laughing while standing outdoors with her grandmother and mom.

Reviewing Your Insurance Coverage: Are You Adequately Protected?

Different stages of life require different types and levels of insurance. When was the last time you...

Senior couple doing some research on internet on a laptop at a table.

Travel Insurance Tips: Peace of Mind on Your Adventures

Some say planning a trip is half of the fun. Choosing destinations, lodging and iconic excursions can...

Senior woman with backpack, sitting in the lobby of a train station and looking at her phone.

Cybersecurity Awareness for Seniors: Protecting Your Financial Information

While managing finances can be complex, protecting your finances is proving to be even more difficult in...

Woman uses mobile app for safety.

Dual Income No Kids (DINKS) and Aging: 4 Tips to Plan

As fertility rates hit a historic low in 2024, the dual income, no kids (DINKS) lifestyle is on the...

Middle aged Asian couple sits on couch while husband plays ukulele and they both smile.

“Say Yes” Scam: What You Need to Know to Stay Safe

Cybercrime and scams can be detrimental to your financial success. A recent poll reports that 15% of...

A senior woman with short gray hair is talking on the phone and smiling.