Blog
Procrastination Is The Biggest Barrier To Estate Planning
Putting it off and dying 'Interstate" may not be the legacy you want to leave your loved ones.
Read MoreVolunteering Comes With Benefits
Getting involved with community organizations and charities can help you, as well as others.
Read MoreWhen Should You Retire?
More workers are postponing retirement. Will you?
Read MoreIf You're Worried You'll Be Bored During Retirement, Think Again
Turn your "golden years" into an opportunity to discover the new you!
Read MoreThe Benefits of Being Kind
Studies show it really can be "better to give than to receive".
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Finding The Right Work-Life Balance
The pandemic blurred some lines, but optimism remains.
Read MoreHelp Prevent Scams Targeting Older Adults
Learn how to protect loved ones and yourself from fraud.
Read MoreTime to Tune-Up Your Financial Plan
There are fundamental steps you can take to get on-track with your financial plan.
Read MoreNational Write A Business Plan Month
Write your plan, or tweak it, to prepare for the new year.
Read MoreIdentity Theft Prevention and Awareness
Increase your awareness and take steps now to prevent identity theft.
Read MoreNational Financial Planning Month
National Financial Planning Month
Read MoreNational Financial Planning Month
National Financial Planning Month
Read MoreNational Women's Small Business Month
National Women's Small Business Month
Read MoreSeptember is College Savings Month
September is College Savings Month
Read MoreNational Cell Phone Courtesy Month
National Cell Phone Courtesy Month
Read MoreCelebrate and Support Independent Retailer
Celebrate and Support Independent Retailer
Read MoreNational Financial Planning Month
National Financial Planning Month
Read MoreMaking sense of Wills and Trusts
Making sense of Wills and Trusts
Read MoreMerging Money with a Spouse/Partner
Merging Money with a Spouse/Partner
Read MoreTypes of Home Loans for First Time Buyers
Types of Home Loans for First Time Buyers
Read MoreIs the Fire Movement Right for You?
Is the Fire Movement Right for You?
Read MoreBanking with Credit Unions vs Big Banks
Banking with Credit Unions vs Big Banks
Read MoreNational Teach Children to Save Day
National Teach Children to Save Day
Read MoreThe Importance of Your Credit Score
The Importance of Your Credit Score
Read MoreAre You Prepared for Financial Surprises
Are You Prepared for Financial Surprises
Read MoreBudget Planning for the New Year
Budget Planning for the New Year
Read MoreDon’t Bust Your Personal Budget During the Holidays
Don’t Bust Your Personal Budget During the Holidays
Read MoreThe Basics of Medicare Advantage Plans
The Basics of Medicare Advantage Plans
Read MoreHelp Your Adult Children Take A Step Toward Financial Independence
Help Your Adult Children Take A Step Toward Financial Independence
Read MoreWhat to Know About Medicare Before Retiring
What to Know About Medicare Before Retiring
Read MoreHow Much Life Insurance is Enough
How Much Life Insurance is Enough
Read MoreProtecting Your Nest Egg When You're Unemployed
Protecting Your Nest Egg When You Are Unemployeed
Read MoreFour Foundations to Financial Literacy
Four Foundations to Financial Literacy
Read MoreCountdown To College
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....
Read MoreHow is your Retirement Saving Progress?
How is your Retirement Savings Progress?
Read MoreWhat To Know Before You Relocate in Retirement
What To Know Beofre You Relocate in Retirement
Read MoreThe Value of Insuring Against Life's Risks
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...
Read MoreThe Importance of Giving Kids and Allowance
The Importance of Giving Kids an Allowance This is a great article to incorporate into your homeschooling! Definitely not something kids learn in school.
Read MoreDon't Delay, Start Your Financial Plan Now!
Start Your Financial Plan Now
Read MoreSteps You Can Take to Protect Your Identity
Steps You Can Take to Protect Your Identity
Read MoreEasy and Fun Ways to Teach Your Kids the Value of Money
Easy and Fun Ways to Teach Your Kids the Value of Money
Read MoreEstimating The Cost of College
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...
Read MoreA decision not made is still a decision
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...
Read MoreTRENDS IN CHARITABLE GIVING
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....
Read More9 FACTS ABOUT RETIREMENT
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...
Read MoreThe First St. Patrick's Day Parade
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...
Read MoreSIX MOST OVERLOOKED TAX DEDUCTIONS
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....
Read MoreIt's Mardi Gras Season!
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...
Read MoreA Bucket Plan to go with your Bucket List
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,...
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