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Estate Planning | Retirement
The SECURE Act’s rule change for RMDs only affects Americans turning 70½ in 2020 or later.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law...

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Keeping Good Records is Good Business

Financial Advice | Business Loans
The right software can make life more productive; the wrong software may cost you time and money.

Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations,...

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TIPS for Inflation

Financial Advice | Financial Advisor
In recent years, inflation has remained low, which has allowed the Fed to maintain low, short-term interest rates.

In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair...

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Is Term Life Insurance for You?

Term Life Insurance | Life Insurance Quote
Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased.

Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a...

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Please Leave Home Without It

Financial Advice | Social Security

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is hacked, but you do have control over your own actions.


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1035 Exchange Explained

Annuity | Annuity Quote
1035 exchanges can be used to exchange a life insurance policy, modified endowment contract, or an annuity contract for a long-term care policy.

According to the most recent information available, Americans have individual life insurance with a total face value of...

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Exploring the Federal Student Grant Program

College Scholarships | How to Pay For College
The Department of Education offers multiple aid packages as part of the Federal Student Grant Program.

You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans...

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When Should You Start Preparing For Retirement?

Retirement | Financial advice | Financial Advisor
When you’re younger, preparing for retirement may be a fairly simple process.

Depending on where you are in life’s journey, retirement may seem like a distant mirage, or it may be closing in faster than expected.

You might...

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4 steps every woman can take to help prepare for retirement

Retirement Planning | Financial Advice
Since women are living longer than men, it’s crucial to be more engaged in long-term planning and ensure you have a well-thought-out retirement income strategy.

Many men and women approach money management and financial wellness differently and this difference often extends...

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4 Steps to Protecting a Child with Disabilities

Life Insurance | Financial Advice | Estate Planning
Just as every child with special needs is unique, so too are the challenges facing their families when planning for the long term.

Raising a child is expensive and can cost a quarter of a million dollars, not...

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