May 28, 2021
How to Save Money on a College Student Budget

Working out how to save money while in college is a smart move. Even though getting into debt when studying puts many people off studying altogether, there are things you can do to remain economically healthy and reduce the amount of debt you accrue while studying. Here are some great tips that you can use […]

Read More
May 26, 2021
Why Is It Important to Have a Licensed Medicare Specialist?

It can be overwhelming to figure out how to navigate Medicare Insurance plans. Consider asking friends and family who have Medicare if they are happy with their current plans. There are also resources in your local community that can help you learn about your options. However, if you are looking for advice on choosing the […]

Read More
April 28, 2021
Why Retirement Planning Is More Important Than You Think

Retirement is one of the most anticipated phases of life. For many it marks the end of the daily hustle, replacing assignments, meetings, and deadlines with travel, hobbies, and more time with family. And for others, it’s the simplicity of having the time to have that first cup of coffee in the morning with no […]

Read More
April 22, 2021
Common Misconceptions About Annuities

If you are one of the many people today searching the internet for information about annuities, you might have noticed there is a lot of conflicting information out there. To clear up some of the confusion, and to help you determine if an annuity is right for you, I want to address some common misconceptions […]

Read More
April 19, 2021
What You Need to Know- American Rescue Plan Act of 2021

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals:

Read More
April 12, 2021
Equal Pay Day

Created by the National Committee on Pay Equity (NCPE) in 1996, Equal Pay Day highlights the gap between men’s and women’s wages. This gap often requires women to work longer than men for the same amount of pay. As a result, women may struggle financially or find themselves reliant on others to meet their financial […]

Read More
April 5, 2021
What You Should Know About the 2021 Tax Season

Due to the pandemic and Coronavirus Aid, Relief, and Economic Security (CARES) Act, the 2021 tax season may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to potentially avoid costly mistakes. Here’s what you need to know for the unique 2021 tax season:

Read More
March 29, 2021
What You Need to Know About the Continued Booming Housing Market

We’re in the middle of a global pandemic, so why booming housing market? After all, the economy is down, and countless Americans are struggling with their finances. After all, the economy is down, and countless Americans are struggling with their finances. Let’s take a closer look at several of the many reasons the housing market […]

Read More
March 22, 2021
How to Prepare for Retirement in a Post-COVID Era

If the coronavirus pandemic has taken a toll on your finances, you may need to rethink your retirement strategy if you’ve lost your job, work part-time, or transitioned to a lower paying job. Here are some tips that may help you prepare for retirement and create a financially secure future in a post-COVID era.

Read More
March 15, 2021
Women and Retirement

When it comes to retirement, women can experience more challenges saving for retirement than men. Some of these challenges include leaving the workforce to care for children or other family members and lower pay or challenges in finding full-time employment.

Read More
March 8, 2021
Retirement Income Planning 101

When it comes to retirement and retirement income, you probably know that saving for it as early as possible is essential. This way, you can tap into the power of compound interest and build a healthy nest egg for your future.

Read More
March 1, 2021
How to Prepare for Tax Season

Tax season is fast approaching! If you’re hiring a Certified Public Accountant (CPA), accountant, or other tax professional to handle your taxes, you still have to do some work. It’s your responsibility to gather certain documents so that your tax pro has everything they need to file your return.

Read More
February 22, 2021
Financial Aid Awareness Month Tips and Ideas

February is Financial Aid Awareness Month. Its purpose is to provide important information to students and their families about financial aid. If you have children or grandchildren who plan to attain higher education after high school, now is the perfect time to increase your knowledge about the college funding process.

Read More
February 15, 2021
Protect Your Loved Ones with Life Insurance

This Valentine’s Day, you owe it to yourself to show your loved ones just how much they mean to you. By investing in life insurance, you can protect your loved ones. At its core, life insurance helps protect your family from financial hardship in the event you unexpectedly pass away.

Read More
February 8, 2021
How the New President May Affect Your Finances

In honor of President’s Day on February 15th, it may be a good idea to discuss with your financial professional how our new president, Joe Biden, may affect your finances, taxes, and retirement. Meeting with your financial professional will enable you to prepare accordingly for the next four years and beyond. Here’s a brief overview […]

Read More
February 1, 2021
Hobbies and Your Health

According to Wikipedia, “A hobby is considered to be a regular activity that is done for enjoyment, typically during one’s leisure time, not professionally and not for pay. Hobbies can include collecting items and objects, engaging in creative and artistic pursuits, playing sports, or pursuing other amusements.”

Read More
January 25, 2021
10 Financial Moves for 2021 to Do Now

Happy New Year! The start of a new year is a great time to make financial moves that benefit your life in 2021 and beyond. Let’s get started. Starting the New Year with these 15 tasks in process or completed can make a financial difference to you and others:

Read More
January 18, 2021
Financial Wellness- How Do You score?

If you do a Google search for financial wellness, you will find many definitions or explanations. Financial wellness doesn’t have just one meaning because it means something different to each person. Financial wellness is a broad term that encompasses these key areas:

Read More
January 11, 2021
Smart Tax Planning for 2021 & Beyond: What You Need to Know.

The IRS released its breakdown of marginal tax rates for 2021 in December 2020. Consistent with the previous year’s notifications, tax rates adjust almost yearly basing on inflation. Check out these smart tax planning tips.

Read More
January 6, 2021
2021 Financial Goal Setting Tips

There is no better time for financial goal setting than at the start of a new year. Financial goals allow you to create a plan, track your progress, and hold yourself accountable.

Read More
January 4, 2021
Charitable Giving Deductions in 2020

Before 2020 comes to an end, you may want to consider charitable giving deductions. December 1st is the National Day of Giving. It’s the perfect time to give back to charities and individuals you value. Not only can giving back allow you to feel good, giving back comes with a variety of financial and tax […]

Read More
January 4, 2021
What You Need to Know: 2021 Social Security Benefit Changes.

The Social Security Administration has again approved a cost-of-living adjustment (COLA) for the Social Security benefit starting in January 2021. The increase of 1.3 percent is calculated based on the year-over-year rate of inflation and will increase the average American worker’s benefit by about $20 per month.

Read More
December 18, 2020
Identity Theft, Cybersecurity, and COVID-19

The COVID-19 pandemic has shifted cybersecurity and identity theft into the spotlight for both businesses and individuals. With many people working from home, the need for internet security is at an all-time high.

Read More
December 7, 2020
How to Deal with Post-Election Volatility

With the election over, you may be concerned about post-election volatility as we enter 2021. Regardless of politics, short-term stock market results can vary depending on factors, including gridlock in the House and Senate and a newly elected future President Biden, who will take office in January 2021.

Read More
November 30, 2020
2020 Year-End Checklist

It is officially the fourth quarter, and while many cannot wait until the “unprecedented times” of 2020 are over, there is still a bit of housekeeping you will likely want to do before ringing in the New Year. Check these items off your financial year-end checklist before year-end to help keep you financially on track […]

Read More
November 23, 2020
Giving Thanks and Giving Back

As COVID-19 continues to shape our lives and our future, many Americans give thanks and give back to others less fortunate during this pandemic. Some have had personal experiences that lead them to ease others’ financial stresses by providing directly or through other institutions. Donors are giving to resolve the inequities in our society that […]

Read More
November 16, 2020
2020: A Timeline Recap

2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election. This timeline recap is for you to see what we have already been through as we look toward a brighter future as we assess what we have learned from […]

Read More
November 9, 2020
How to Adapt and Financially Prepare for 2021

If we could look in a crystal ball, we would have a clear picture of how we should financially prepare for 2021. We can only guess what lies ahead for us next year basing on our experiences this year. 2020 has been tough on many- business closings, lay-offs, disruptions to learning, health and social concerns, […]

Read More
November 2, 2020
Holiday Savings Strategies 101: Plan and Execute

The holiday season is the time of year when personal expenses are likely to increase. Whether it may be travel expenses, events, or retail spending. Start preping your holiday savings strategies now. The 2020 holiday shopping season spend is expected to be substantial, but likely less than 2019’s Brick-and-mortar retail and e-commerce spending of $1.007 […]

Read More
October 26, 2020
Fall Festivities and Socializing- Safely.

Socializing is critical for mental health, and people who associate with others live longer. Research also concludes that isolation can often lead to loneliness, depression, and other health problems. Especially now, during COVID-19, our desire to connect with others is heightened. Before the fall season changes to winter and cold weather arrives, get out and […]

Read More
October 19, 2020
The 2020 Election: Check Your Emotions and Stay Invested

November third is fast approaching, and you may be wondering how the 2020 Presidential election might impact your portfolio. Here is what we know from a historical perspective:

Read More
October 12, 2020
Now is the Time to Schedule Your Fall Financial Review

October is the financial planning month and a great time to meet with your financial professional to ask questions, review policy and portfolio performance, and make decisions that keep you on track with your goals. Regardless of your age, it may be a suitable time for you to schedule a financial review.

Read More
October 5, 2020
Lowering Interest Rates: Good for the Economy and the Markets?

Interest rates can positively or negatively affect the U.S. economy, the stock markets, and your investments. When the Fed changes the Federal Funds Rate (the rate at which banks can borrow money to lend to businesses or you), it creates a ripple effect. In this article we take a look at how lowering the interest […]

Read More
September 28, 2020
What Does Wealth Mean to You?

When people think of wealth, they might think of examples in film, such as Veruca Salt from the 1971 classic Charlie & the Chocolate Factory. Little Veruca had everything she wanted in life but desired one of Willy Wonka’s geese that laid golden eggs. When Wonka refused to sell the little girl’s father one of […]

Read More
September 21, 2020
Life Insurance as Unique as You

Your life insurance needs are unique to your situation and can change over your lifetime. For some people, life insurance is to provide assets to raise a young family in the event of early death. Other people may use life insurance to cover their debt to ensure it is taken care of if they die […]

Read More
September 14, 2020
Reg BI: What Is It, and Why Should You Care?

On June 30, 2020, Regulation Best Interest, or Reg BI for short, officially went into effect. But what is Reg BI, exactly? Where did it come from, and how does it impact you, the investor? Here’s what to know about the new rule under the Securities and Exchange Commission (SEC).

Read More
September 7, 2020
The CARES Act and RMD: Relief for Investors

YOu The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) contains the legislation for Required Minimum Distributions (RMD) for those over age 70 ½ and have already started RMD. Under the CARES Act, no RMD is required for individuals or beneficiaries of inherited retirement accounts in 2020 due to COVID-19. How will this […]

Read More
August 31, 2020
The Upside of the COVID-19 Pandemic

The COVID-19 pandemic has pulled the rug out from under just about everyone on every continent. This pandemic has understandably had a dramatic effect on the everyday lives of most people across the globe. With stay-at-home orders to work remote and children distance-learning this past school year and possibly this fall, many cannot wait for […]

Read More
August 24, 2020
Investment Risk During and After COVID-19

Investment risk is always present, but during COVID-19, the stock market has experienced so much volatility that investors are beginning to wonder where to invest. Investors must consider how investment risk can decline their portfolio’s value due to economic events that impact the entire stock market.

Read More
August 17, 2020
Inflation and Taxes Could Rise. Are You Ready for Retirement?

Remote work is the ‘new normal’ since businesses have transitioned to remote operations or have completely closed for the duration of COVID-19. During 2020, the remote work culture has projected forward due to necessity, and companies that made the transition swiftly have also reaped the rewards of continual revenue during this period.

Read More
August 10, 2020
The Enjoyment of Remote Work

Remote work is the ‘new normal’ since businesses have transitioned to remote operations or have completely closed for the duration of COVID-19. During 2020, the remote work culture has projected forward due to necessity, and companies that made the transition swiftly have also reaped the rewards of continual revenue during this period.

Read More
August 3, 2020
Using Life Insurance for Charitable Giving

Many people have causes they are passionate about, whether it is a non-profit institution, animal or human rights efforts, homelessness, cancer research, or another mission that benefits society. Some of these causes represent personal experiences that donors would like to help resolve for future generations, such as giving to a cancer research fund after a loved one passes. Still, others are passionate about conservation and may donate money to save rainforests.

Read More
July 27, 2020
Need to Roll Over Your 401(k)? Consider a Fixed-Indexed Annuity

When you leave your employer, you also discontinue contributing to your 401(k) or receiving your employer’s match. You may be going on to another employer or possibly retiring. Either way, you may want to consider a fixed-indexed annuity when rolling over your 401(k) to avoid the following:

Read More
July 20, 2020
Why Does Gross Domestic Product (GDP) Matter?

When looking to protect your financial future in today’s COVID-19 environment, it’s essential to understand how the economy functions on a historical basis as it relates to the country’s GDP (Gross Domestic Product) and the stock market.

Read More
July 12, 2020
U.S. Unemployment: Problems for the Economy?

The U.S. unemployment rate is the percentage of unemployed workers in the total labor force and indicates the health of the U.S. economy. COVID-19 has significantly impacted unemployment to record numbers not previously seen since the government began tracking the data in 1939. COVID-19 has surpassed The Great Depression in the amount of unemployed and […]

Read More
July 6, 2020
Restarting the U.S. Economy: What is The Fed Doing?

When the U.S. economy is stagnant, the U.S. Government uses fiscal and monetary tools to stimulate the U.S. economy. However, with our economy facing multiple problems, that may not be an ‘easy fix’ in comparison to past recessions. COVID-19, social unrest, permanent business closings, and an upside-down GDP may prove to be difficult problems to […]

Read More
June 29, 2020
Travel Plans Cancelled? Buy Local and Travel Local.

COVID-19 has changed the way that Americans shop and travel, impacting our spending habits indefinitely. With stores, hotels, and restaurants closed or at limited capacity, many choose to stay at home and purchase online or locally, helping to support their local small businesses. The positive impact of working from home, virtual meetings, and happy hours, […]

Read More
June 22, 2020
Inflation and Taxes Risk: Protecting Your Financial Future

As areas of the U.S. start to lift COVID-19 restrictions, Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Here is the recommended steps toward protecting your financial future. While the CARES Act provided a one-time payment to individuals and for business stimulus, it will not […]

Read More
June 15, 2020
Sequence of Returns Risk: Impacting Your Retirement Portfolio

The sequence of returns impacts investors when they are either adding to or withdrawing money from their retirement portfolio, which can create risk depending on the sequence and the market conditions at the time. If an investor is not doing either, then there is no sequence of returns risk.

Read More
June 8, 2020
How to Have Safety Inside Your Portfolio

In today’s volatile market environment, investors seeking safety inside your portfolio must consider how any investment fits into their investment strategy. All investments have their place in retirement planning, but only if suitable and a part of an overall financial strategy using multiple types of investments, insurance products, and accounts. While investing is not without […]

Read More
June 1, 2020

Communicating during times of uncertainty, with others, and your financial professional can be beneficial during any life-altering or world-changing event. For some, survival is their only plan when their financial resources are depleting. Others are more fortunate, and their finances are holding while they continue to work. But for most, dealing with COVID-19 and the […]

Read More
May 25, 2020
Emotional Investing in Times of Uncertainty

Investors want to enjoy a good night’s sleep each night because they’ve done their work, know what to expect, and that nothing comes as a surprise to them. However, in times of uncertainty, most of us let our emotions get the best of us, especially about our investments. Part of the luxury of a good […]

Read More
May 18, 2020
The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27th, 2020. It contains significant legislation for Required Minimum Distributions (RMD) for those over age 70 ½ who have already started RMD. Under previous IRS distribution laws, a minimum distribution from a pre-tax retirement savings account, such as a 401(k), […]

Read More
May 11, 2020
Finding Safety in a Low-Interest-Rate Environment

When investors think of ‘safe investments,’ they tend to think of bonds or CDs, which calculate from a pre-determined timeline and interest rates. During a low-interest-rate environment, both provide safety, but not necessarily, the returns investors are seeking. Bonds and CDs have differing benefits and risks despite being viewed by investors as ‘safe.’

Read More
May 4, 2020
COVID-19: Negatively Impacting the Social Security Retirement System

COVID-19 has changed the way we interact with others and our ability to work. Currently, one in four worldwide confirmed COVID-19 cases is occurring in the U.S. The halting of economic activity is expected to damage our economy more than any other previous occurrence. While remote work is happening at some companies, many Americans are […]

Read More
April 27, 2020
In Need of Tax-free Income in Retirement? Consider Life Insurance

When you think about tax-free income in retirement, the traditional vehicles likely come to mind. Such as your 401(k) or 403(b), traditional and Roth IRAs, and your personal savings account. What you may not consider, however, is that life insurance can also function as a form of retirement income – with tax advantages.

Read More
April 20, 2020
Crisis Preparation: 3 Things for Safeguarding Your Financial Future

Safeguarding your financial future is important. Safeguarding your financial future is important. No one likes to think about the impact of their death on their loved ones. But the reality is, not having certain elements in place can turn a tragic situation into a financial crisis. Having these safeguards in place can help provide your […]

Read More
April 13, 2020
Reflect, Reset, Rebalance Your Life

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own experiences. We don’t know the outcome will be for ourselves, our neighbors, community, and so on. It can be an unnerving, but positive experience if […]

Read More
April 6, 2020
Annuities and Market Risk: What You Need to Know

Annuities and market risk are something all investors worry about, but those close to retirement have limited time to recover from the loss. If you’re within ten years of retirement, your investments are at a critical stage to continue to gain value and avoid loss. Without thinking through the dynamics of gains and losses, investors […]

Read More
March 23, 2020
HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?

The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn between $250,000 and $500,000 per year and are between 25 and 45 years of age (Gen Z, Millennials, and Gen X). Despite their income, after […]

Read More
March 16, 2020
Is Retirement Really About Numbers?

For some people, retirement is all about the numbers, the age you plan to retire, how much money you need, and so forth.  We have built our planning processes in financial services based on numbers and algorithms in financial planning software to help us contrive a numeral or group of numbers that are uniquely yours.  […]

Read More
March 9, 2020
Financial Planning and Living Globally

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never anticipated. Today, it’s not uncommon for a family to live part-time in one country. […]

Read More
March 2, 2020
Is Your Life Insurance Valid if You Die While Traveling Abroad?

Traveling abroad or living abroad is a new normal for many people, but what happens if the traveler dies while off U.S. soil? Will the life insurance be valid and payout to beneficiaries? Not all life insurance companies view travel outside of the U.S. the same and may not pay out benefits.

Read More
February 24, 2020
A Debt Reduction Plan for 2020

Being debt-free is possible for everyone, regardless of income. Learning to manage our debt and spending habits and then focus on saving can be life-changing and positively affect your net worth. Net worth calculates by subtracting your liabilities (debt owed) from your assets (not financed). Both individuals and companies can calculate net worth. It is […]

Read More
February 17, 2020
Why Your Advisor Is Talking to You about Fixed-Indexed Annuities

Once thought of as a single retirement funding source, fixed-indexed annuities are becoming part of a retirement strategy. Not only for pre-retirees and those in retirement. Why? First, the reality of Social Security retirement is at risk. As well as the reduction of benefits is a concern as our population ages. Secondly, fixed-income annuities provide […]

Read More
February 10, 2020
Drawing Social Security Early and Still Working? The Social Security Earnings Test is Crucial.

Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you have an interest. You may start a small business while making an income and receive Social Security retirement benefits. While early retirement and a part-time […]

Read More
February 3, 2020
The SECURE Act Is Law- Notable Changes to Retirement Savings

Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for the automatic enrollment of employees. Also the addition of Target Date funds to retirement plans in 2006. While the new law intends to provide additional opportunities for […]

Read More
January 27, 2020
Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming […]

Read More
January 20, 2020
Aging in Place: Growing Older at Home

The U.S. population continues on growing older, with the baby boomer generation now the largest generation ever. By 2035, one in three heads of households will be someone age 65 and older. The American population will have one in five people age 65 or older, an increase of 30 million people over the next thirty […]

Read More
January 13, 2020
Your Retirement Nest Egg- A Carton Full of Options

Many people refer to their retirement savings as a “retirement nest egg,” but in theory, it should be made up of many sources of retirement income-many eggs. Even if Social Security and a company retirement plan were their only retirement savings sources, likely they haven’t thought about their withdrawal strategy. It’s not as simple as […]

Read More
January 6, 2020
Until Debt Do Us Part

The thought the division of joint debt discussed when saying “I do,” to any relationship. For couples that combine both assets and liabilities, a split signals the dilemma of dividing both. About half of all marriages in the U.S. end, according to the American Psychological Association, making debt a significant hindrance to financial security for […]

Read More
December 23, 2019
Financial Planning for a Couple’s Age-Gap

Couples usually don’t retire at the same time when they have an ‘age gap’ between them. An age gap relationship is one where there is eleven or more year’s age difference between them. Age-gap relationships are becoming more common as people are choosing to marry later in life with someone significantly younger. This type of […]

Read More
December 16, 2019
Understanding Fixed Income: For Today and the Future

Fixed income is something many Americans don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in the world. The study revealed that the majority of Americans surveyed have a limited understanding of fixed income investments, regardless of age, income, education level, […]

Read More
December 9, 2019
10 Financial Tasks To Complete Before 2020 (Yes, You Have Time)

Here we are, already to the end of 2019! The end of a year and the start of a new one is when most people decide to clean up and implement changes in some areas of their lives. Whether it is financial or health-related, starting the New Year off with tasks completed feels good! Here […]

Read More
December 2, 2019
Dare to Dream: Your Success Depends on It

Dreaming and goal setting are interrelated; first, you dream about what you want, then you determine how to obtain it. Our dreams should help guide us to make the right choices at the right time and in the proper manner. But merely dreaming about something is not enough; we must set goals to achieve it. […]

Read More
October 24, 2019
Promoting Women’s Equality in Retirement Planning

Since 1971, the United States has celebrated Women’s Equality Day on August 26. Although the occasion originally commemorated the passage of the 19th amendment, which gave women the right to vote, today it recognizes and encourages people and organizations to promote the full equality for women in society. We recognize equality spreads the gamut, going […]

Read More
October 24, 2019
Back To School Financial Guide For 2019

In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend a little […]

Read More
September 27, 2019
Is A Fixed Income Annuity Right for You?

In today’s low-interest-rate environment, there are fewer fixed income alternatives for retirees seeking income. With rates on traditional staples such as CDs and money market accounts at or near all-time lows. Fixed-income annuities are an alternative to consider for retirees seeking income and safety. The issuing insurance companies back the claims-paying ability of all annuities. […]

Read More
August 28, 2019
Uninsurable? Guaranteed Issue Life Insurance may be for You

For people that have been diagnosed with a terminal illness or are in poor health, the idea of not having life insurance when needing it can be unsettling. For others who have a chemical dependency or have had one in the past, guaranteed issue life insurance (GI life) ignores the health risk of the dependence […]

Read More
July 9, 2019
Sizzlin’ Summer Series: PART 3

What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat, or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning […]

Read More
June 7, 2019
Sizzlin’ Summer Series: PART 2

The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Here come the Top 4 cities to retire.

Read More
May 13, 2019
Sizzlin’ Summer Series: PART 1

This last winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter, […]

Read More
April 10, 2019
April is Financial Literacy Month

Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. April is considered Financially Literacy month! Increase your financial understanding today! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make a difference […]

Read More
March 26, 2019
3 Tips to Spring Clean Your Finances

With the official start, the Spring is March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house. However, Spring is also a […]

Read More
February 1, 2019
Your 2019 Financial Calendar

There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays to appointments and birthdays, a lot can happen and even more, can be forgotten. To help you worry about less and focus on more; here are 5 important dates you should add to your financial calendar :

Read More
January 25, 2019
3 Trends Changing the Retirement Landscape in 2019

The last two decades mark a distinct time of change. Over the years, we’ve seen how medical advancements have altered the healthcare industry and how shifts in technology impacted our ability to be successful in the workplace. Among these evolving factors, it’s no surprise that the retirement landscape has also changed from what we knew […]

Read More
January 8, 2019
Financial Resolutions for 2019

The holidays are in the rearview and the New Year is just over the horizon. As everyone starts the New Year off with positive changes and new annual goals, make sure your finances are one of them! Don’t let your financial dreams fall out of reach by checking out these 4 financial resolutions you should […]

Read More
The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information. The information is provided as general information and is not intended to be specific financial guidance. The information is subject to change without notice. Before making financial decisions, you should consult a financial, legal or tax professional. Providing personal information may result in contact from an insurance agent. Unauthorized use is prohibited.
2706 Alt 19 N Suite #202 Palm harbor Fl 34683
© 2021 | Built, Powered & Developed by: Simplicity Group
Disclosure |Privacy Policy |Terms & Conditions