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If you're thinking about buying life insurance for your child, consider the decision carefully. The main purpose of life insurance is to replace income lost after someone dies, and there's little doubt that your income could decrease...

Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment...

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, butthat changes as you take on more responsibility and your family grows. Then, as your responsibilities...

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task.But take...

In 2022, U.S. inflation hit a 40-year high, with prices for food, housing, gasoline, and other key staples increasing by nearly 10% over the previous year.1 During these uncertain times, stocks have continued a roller-coaster ride...

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's...

If you've moved beyond basic financial advice—live below your means and set aside funds for a rainy day—you may be wondering what to actually do with these rainy-day funds. With inflation on the rise, keeping...

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

It's essential to know the critical ages regarding taking Social Security that may impact the amount of your benefits. Getting the most out of your Social Security retirement benefits can be the difference of thousands of dollars over...

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.The Benefits of SimplicityUnless you...

What will you look for as you approach your "golden" years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for...

What constitutes a gift to charity?A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time or personal services do not count. There...

A bipartisan bill introduced in the Senate in March 2022 hopes to help eliminate Medicare Part B penalties for late enrollment for Americans. If passed, the bill would require the federal government to notify people about Medicare...

When you prepare to have your first child, the to-do list may seem endless—from purchasing a car seat to furnishing a nursery, lining up day care options, and planning for time off from work. These tasks, while sometimes...

Announcing our new Doylestown Location

Neil Gordon, AIF®, ChFC®, CRPS®

Friday, April 29, 2022

Secure Planning Group is happy to announce a new office in Doylestown