Recent News

26
Jul

Financial Wellness- What is it?

Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

Read more

19
Jul

Charitable Giving Through Life Insurance

Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.

Read more

12
Jul

Three Types of Wealth You Can’t Measure in Dollars and Cents

For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure.

Read more

5
Jul

It’s Time for Your Mid-Year Tax Review!

Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring.

Read more

28
Jun

National Insurance Awareness Day: Are You Covered?

June 28th is National Insurance Awareness Day. This prompts the question; are adequately covered? As we approach this holiday, it is a great time to assess your life insurance coverage and evaluate your risk. It’s never too late to strengthen your current coverage.

Read more

21
Jun

Home Ownership in America

Did you know that June is Home Ownership Month? Now is a great time to celebrate the benefits that homeownership can bring to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month looks a little different. Here’s why:

Read more

14
Jun

Two Great Ways to Celebrate the Men in Your Life

Men’s Health Month and Father’s Day are all celebrated in June, allowing you an opportunity to celebrate the men in your life—or yourself! Here are the reasons why you should pay attention to these special events:

Read more

7
Jun

Summertime = Outdoor Fun Time

Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes.  Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy!

Read more

31
May

Mid-Year Financial Check-In

Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement plan, and any insurance policy you need to complete. The benefits of a mid-year review are many:

Read more

24
May

What to Consider When Purchasing Life Insurance

Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider when you shop for life insurance so you can make an informed decision before purchasing life insurance.

Read more