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Ensuring you are informed and educated...

Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a Netflix review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, June 15, 2021

June is annuity awareness month… do you have questions? Do you have questions about annuities but do not know who to ask? Do you own an annuity but question if it is a good fit for you? Now is as good a time as any to get your...

Tuesday, May 18, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Thursday, April 1, 2021

This month's Retirement Readiness newsletter features a quick video highlighting ways to make your retirement as exciting as your next vacation, a few lifestyle considerations in creating your retirement portfolio, some interesting...

Monday, March 29, 2021

More than ever, communication is essential, and we rely on digital methods more and more. Due to the regulations in our industry designed to keep you and your information safe, we are mindful with how we communicate. We are excited to...

Friday, January 15, 2021

For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...

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Wednesday, December 16, 2020

This month’s Your Money Matters newsletter features one of the newest ways to send money, what to look for in personal finance apps, some financial literacy basics, and a quick note that it may be time for a financial checkup....

Wednesday, October 21, 2020

The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...

Wednesday, July 22, 2020

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness..." What does today's volatility mean to you? Does it offer opportunity or bring too much risk?

Friday, June 19, 2020

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...

Friday, April 24, 2020

Is now the right time to push off from the dock? If you are prepared and have the proper plans, uncertain times often bring some of the best opportunities. Investing during times of uncertainty may not be the right thing for...

Monday, April 13, 2020

If you are using Zoom for pleasure or business below is a really good resource. Securing Zoom Meetings

Tuesday, April 7, 2020

Financial statements for the first quarter of 2020 are on the way, and because of all the recent market fluctuations you may be feeling nervous about having lower balances in your accounts. But it’s more important now than ever...

Saturday, February 29, 2020

Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...

Friday, November 22, 2019

Keeping Up With The Joneses https://www.addthis.com/bookmark.php?v=250&pubid=ra-4de97c2f14d0d95b

Friday, May 10, 2019

Commit to educating yourself about your finances, the future you will thank you for it Rahel Solomon | @RahelCNBC Published 2 Hours Ago Updated 4 Mins Ago CNBC.com Invest in Yourself 2 Hours Ago | 00:56 The most important investment...

Tuesday, November 13, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...