Blog

The pandemic blurred some lines, but optimism remains.

Learn how to protect loved ones and yourself from fraud.

There are fundamental steps you can take to get on-track with your financial plan.

Write your plan, or tweak it, to prepare for the new year.

Increase your awareness and take steps now to prevent identity theft.

Long Term Care Awareness

National Financial Planning Month

National Financial Planning Month

National Women's Small Business Month

Grip It and Rip It

National Preparedness Month

Life Insurance Awareness

National Inventors Month

September is College Savings Month

National Cell Phone Courtesy Month

Celebrate and Support Independent Retailer

The Basics of Financial Fitness

Focus on Small Business

National Financial Planning Month

Should You Play the Lottery?

Making sense of Wills and Trusts

Keys to Advancing your Career

Merging Money with a Spouse/Partner

Traditional vs Trade School

Small Business Money Tips

Student Loan Option

Credit Card Churning

Types of Home Loans for First Time Buyers

Making Sense of HSAs and FSAs

Is the Fire Movement Right for You?

Banking with Credit Unions vs Big Banks

Pet Parent Budget

Happy Financial Literacy Month

National Teach Children to Save Day

Financial Plan Tune-Up

Handling Retirement Shortfalls

Estate Planning 101

The Importance of Your Credit Score

Building Money Mindfulness

Are You Prepared for Financial Surprises

Budget Planning for the New Year

Don’t Bust Your Personal Budget During the Holidays

The Basics of Medicare Advantage Plans

Gifts and Taxes

Help Your Adult Children Take A Step Toward Financial Independence

What to Know About Medicare Before Retiring

How Much Life Insurance is Enough

Saving for College - Today

Protecting Your Nest Egg When You Are Unemployeed

Four Foundations to Financial Literacy

LIFESTYLEREAD TIME: 5 MIN COUNTDOWN TO COLLEGE As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity....

How is your Retirement Savings Progress?

What To Know Beofre You Relocate in Retirement

Tempted to Tap Your 401(k)?

Your Emergency Fund

THE VALUE OF INSURING AGAINST LIFE’S RISKS Did you know that... Fifty-eight percent of American workers have no private short-term disability insurance.1,2 Thirty-four percent of working people in the U.S. lack private long-term...

The Importance of Giving Kids an Allowance This is a great article to incorporate into your homeschooling! Definitely not something kids learn in school.

Start Your Financial Plan Now

Steps You Can Take to Protect Your Identity

Easy and Fun Ways to Teach Your Kids the Value of Money

When Couples Differ On Money

Financial Fitness

Teens and Social Media

Financial Detours to Avoid

View of Wealth

Money Quiz

Are You Saving Enough?

You Risk Protection Plan

Filing for Social Security

Volunteer Vacations

ESTIMATING THE COST OF COLLEGE Tip: Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year. Out-of-state tuition for these same institutions averaged $25,620...

A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...

TRENDS IN CHARITABLE GIVING Tip: Importance of Itemizing. Charitable contributions are deductible only if you itemize deductions on Form 1040, Schedule A. Those who take the standard deduction cannot deduct their contributions....

9 FACTS ABOUT RETIREMENT Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it...

Saint Patrick, who lived during the fifth century, is the patron saint and national apostle of Ireland. Born in Roman Britain, he was kidnapped and brought to Ireland as a slave at the age of 16. He later escaped, but returned to...

SIX MOST OVERLOOKED TAX DEDUCTIONS Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

It's Mardi Gras Season!

Kristi Conner

Friday, March 1, 2019

It is Mardi Gras Season! Whether you are joining in the festivities or avoiding the crowds, the history of Mardi Gras is always interesting. New Orleans has become known as ‘The Mardi Gras Capital’, however, Mardi Gras...

A BUCKET PLAN TO GO WITH YOUR BUCKET LIST The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer,...