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Choosing a Business Structure

Business Formation | Business Incorporation
The choice of business structure is not an irreversible decision.

In March 2015, about 679,072 new business had been created in the preceding year.¹ All individuals pursuing the dream of exercising their entrepreneurial muscles, will face the same question, “Which business...

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When It's Time to Move Your Portfolio from Growth to Income

Annuity Quote | Retirement Planning | Social Security
Have a pension? Consider other sources of guaranteed income for living expenses.

Earlier in your career, you focused on saving and growing your money so you could pursue your financial goals later in life. You might have...

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Is An Indexed Universal Life Policy Right For You?

IUL | Indexed Universal Life Insurance
Indexed Universal Life’s earnings rate is pegged to a financial index such as a stock index.

According to LIMRA, indexed universal life insurance policy premiums increased 23% in 2014. But financial experts warn this product, which was first introduced...

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Retirement Planning Tips for Solo Agers

Retirement Planning | 401K Rollover |TSP Rollover
Aging-in-place is a much-desired goal for most retirees.

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing trend of "solo agers," or those who retired without...

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The Value of Insuring Against Life’s Risks

Insurance | Life Insurance Quote

Did you know that...

  1. Fifty-eight percent of American workers have no private short-term disability insurance.1,2
  2. Thirty-four percent of working people in the U.S. lack private long-term disability coverage.1,2
  3. More than 40 percent of U.S. households have no life insurance.3,4
  4. Approximately 13 percent of...

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Here's A Bucket Plan to Go with Your Bucket List

Retirement Planning | Annuity Quote
A bucket plan can help you be better prepared for a comfortable retirement.

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare...

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Crowdfunding—Capital for the 21st Century

Business Loans | SBA Small Business Loans
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fundraising alternatives.

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s pedestal....

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What Franklin Templeton's RISE Study Teaches Us

Retirement Planning | Annuity Quote
Generations Xers were the most concerned about saving for retirement.

Franklin Templeton's annual Retirement Income Strategies and Expectations Survey (RISE Survey) was recently released for 2020. This is the ninth year that the RISE Survey has been published.


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Ways That Can Help You Improve Your Business Credit Score

Apply | Small Business Loan
According to the Small Business Administration (SBA), insufficient or delayed financing is the second most common reason for business failure.

At, we help small businesses apply for financing through our network of banks including SBA loans, Bank Term loans,...

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Common Retirement Mistakes Made by Federal Employees

Federal Employee Retirement Planning | TSP Rollover Services
Routinely review your Official Personnel Folder (OPF) for accuracy.

As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you will be eligible to retire in...

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