How to Keep Your Life Insurance Costs Down
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll...
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New Home Financing Checklist
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If...
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Start Saving for Retirement Today
Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few...
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Immediate and Deferred Annuities: Making Both Work for a Secure Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an...
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When Filing for a Tax Extension Makes Sense
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but...
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Top Strategies for Charitable Giving
We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion...
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Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
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Getting Started in the Stock Market
Investing in the stock market can be extremely rewarding, but not without risk. While most investors understand that...
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Retire to Happiness: Tips to Thrive in the Next Chapter of Life
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a...
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Charitable donations can mean big tax deduction—unless you donated to a fraud
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care...
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Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be...
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When Whole Life Insurance may be the Best Option
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance...
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