Our Blog

Great Advice From Our Experts

Top Money Tips for the Ladies

Top Money Tips for the Ladies At one time, all financial decisions were left to the man of the house. Women are no longer relegated to the kitchen while the men talk finances with the banker or broker. In fact, most women are encouraged to join in the conversation and add to the conversation of […]

Continue Reading

10 Questions To Ask a Financial Advisor

Questions to Ask a Financial Advisor Financial advisors are trained to help people with personal finance and can be extremely helpful, particularly when you are dealing with suddenly managing larger sums of money or need to do tax planning to conserve as much money as possible for yourself or your heirs. Many people find that […]

Continue Reading

5 Tips on Deciding Whether to Buy Long-Term Care Insurance

Deciding Whether to Buy Long Term Care Insurance Insurance is a huge industry in the United States, and in many ways it benefits the lives of millions by providing security over potential risk. Home insurance, car insurance, and even holiday insurance is taken almost as a given, but when it comes to long term care […]

Continue Reading

10 Tax Benefits For The Self-Employed

 10 Tax Benefits for the Self-Employed There are numerous tax benefits for small business owners. While it is true that being self-employed results in the taking of various risks and assortment of costs that are not normally incurred when working as an employee, this endeavor has the potential to be exceedingly rewarding. This is especially […]

Continue Reading

Protect Your Family With Life Insurance

Protect Your Family with Life Insurance Life insurance is a productive means of protecting your family and ensuring financial security for your loved ones. Each person’s financial protection needs are unique, but the factors that you must consider are not considered to be unique. If you were to die at this moment, what would your […]

Continue Reading

How Much Life Insurance Do You Need?

How Much Life Insurance Do You Need? It can be difficult to decide how much life insurance to purchase. The answer to this question varies greatly by the person’s situation, debt and responsibilities.  You want enough to cover all the necessities and allow your family to live comfortably, but you don’t want to get too […]

Continue Reading

Debt vs. Retirement: How Much To Put Toward Each

Debt vs. Retirement: How Much Should You Put Toward Each? You know that retirement planning is important, but should you be putting away for retirement while you still have a lot of debt? In most cases, it’s best to work on planning for retirement and debt eliminating. However, the amount you put toward each option […]

Continue Reading

Retirement Savings Accounts You Should Consider

Retirement Savings Accounts You Should Consider Saving for retirement is something everyone knows they should do, no matter what age. However, many people fail to start early and then find themselves trying to catch up, tucking as much as possible into their 401(k) at work or into IRAs. The problem is, even if you have […]

Continue Reading

401k Gotchas to Avoid

401(k) Gotchas’ to Avoid The biggest mistake people make with 401(k)s is not participating in them.   Many companies match up to a specific percentage of contribution. That’s free money you wouldn’t have any other way. For instance, if your company matches three percent, for every hundred dollars you make, you’ll put away $3.00 and your […]

Continue Reading

Guide to Long-Term Care Insurance

What is Long Term Care Insurance? – Your Guide to Long Term Care Insurance What is long term care insurance? Long-term care refers to personal care that may be needed if you are unable to care for yourself due to a disability, cognitive impairment, or illness. While this type of care usually doesn’t improve your […]

Continue Reading


  • 10 Strategies to Invest Smarter, Minimize Your Taxes & Protect Your Assets
  • Our Retirement Planning Guide "How to Retire Rich & Happy"
  • A Ticket To Our Upcoming Seminar


Social media & sharing icons powered by UltimatelySocial