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.
From summer vacations to special holidays, oh how we love July. Leading off with a Fourth of July bang, it brings fun observances like National Ice Cream and Picnic month. Even better, it’s the ultimate month for BBQs and beach...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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....Read More
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...Read More
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;...Read More