News

9
Aug

It’s Back to School Time! Is Your Wallet Ready?

Back to school time is quickly approaching, and you may be dreading the hit to your wallet back-to-school shopping can cause. Paying for supplies like a new backpack and pencils, the back-to-school photo package, or fees for extracurricular activities can create an extra expense. But, creating a budget ahead of back-to-school time can help alleviate your stress. Here are a

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2
Aug

Is the U.S. Economy Recovering?

Since the beginning of 2021, signs of the U.S. economy recovering have started to appear. Americans are actively spending in specific sectors and some industries are faring well—while others are lagging. This contradiction illustrates a mismatched economic recovery:

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.

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.

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.

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.

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.

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:

14
Jun

Two Great Way’s 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:

7
Jun

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 goals.