Year End Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investi
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Dec 9, 20213 min
End-of-the-Year Money Moves
For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you
Nov 25, 20212 min
5 of the Biggest Estate Planning Mistakes
We all want to do what’s best for our loved ones. Part of that includes diligently planning our estates to make our passing as easy for them
Nov 18, 20213 min
Taking Care of Loved Ones with a Trust
We have to come to terms with the idea we will someday leave our loved ones behind. We are powerless to that fact of life. We do have the po
Nov 11, 20212 min
The Best Time to Form a Trust
The benefits provided by a trust can be important to your family in the difficult time that will follow your passing or an event which left
Oct 29, 20212 min
Do all businesses need key man insurance?
Since the beginning of time, businesses and business owners have been seeking to shield themselves from unnecessary risk. One risk that even
Oct 27, 20212 min
Do Kids Need Life Insurance? 3 reasons they might
Insuring your child is a great way to protect them for the rest of their life. You can provide their loved ones with a safety net even if yo
Oct 26, 20212 min
Warehouse Stores are an American Icon, but are They Actually Cheaper
With the rise of 2 liters, big SUVs, and everything else large and in charge; warehouse stores were bound to be a hit in America. With bulk
Oct 21, 20212 min
4 Times in Life we have to Reevaluate our Life Insurance Coverage
It's important to consistently reevaluate our needs, especially the need to protect our family.
Oct 19, 20211 min
Is the Backdoor IRA Going Away?
2021 might be the final year to take advantage of this strategy. It's a strategy used to help high income earners take advantage of the Roth
Oct 13, 20212 min
Who Will You Leave Your Wealth To?
Planning an inheritance can keep some people up at night. It’s important to move past any discomfort and to successfully organize an estate
Oct 7, 20212 min
Is Group Life Insurance Through an Employer Enough?
This is a common question that many of our clients ask us, and the answer comes down to more than just the amount of death benefit offered
Jul 22, 20212 min
Procrastinating? Debunking our Top 12 Retirement Planning Excuses
After 18 years of business, we’ve heard it all. If you’ve been putting off retirement contributions or ignoring financial responsibilities.
May 28, 20212 min
It's National Disability Insurance Month
So what are we celebrating during National Disability Insurance Month? This month we celebrate protecting our income and independence
May 5, 20211 min
How much did estate settlement costs take from Elvis’ Estate?
Elvis' estate was subjected to taxes and fees after his untimely death. What was left?
Apr 1, 20212 min
You May Have an Easter Account and Not Know It
Many of our older readers may have had a Christmas Club Account at the bank. Most have never heard of an Easter account though. What is it?
Mar 8, 20212 min
4 Ways to generate Tax Free Retirement Income
Retirement is something that we can all look forward to. A time to enjoy the fruits of our labor, take up hobbies, spend time with children/
Mar 1, 20213 min
A Stay at Home Spouse Doesn't Earn Income, They Produce Value
One of the most cited drawbacks of a having a spouse at home is the loss of a second income. It appears every family today operates on...
Feb 18, 20213 min
The 7 Real Issues with Financial Entertainers
The world seems to be increasingly difficult to navigate in this information age. The internet is a wonderful tool, but the probability...
Feb 18, 20214 min
2020 told us why we need an emergency fund
The past year has presented all of us with unforeseen challenges, both financial and emotional. It’s reinforced the need to have an emergenc
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