Currently browsing:


6 Smart Financial Habits for the Holidays
November 14, 2016

It’s that time of year again! No matter how carefully you’ve planned and budgeted in the past, there’s always the temptation to overspend during the holiday season. A festive mood (and a bit of social pressure) can push even the strongest among us to whip out the credit card one…

Read More

Five Secrets to Building Wealth
November 7, 2016

With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…

Read More

New Social Security Rules on the Horizon
November 2, 2016

Whether you are currently retired or still a member of the workforce, there’s a good chance that part of your retirement income will come from Social Security benefits.  Since the Administration makes changes to the program on a regular basis, you can’t just make retirement plan and then forget about…

Read More

Should You Consider A Cash-Value Life Insurance Plan?
October 24, 2016

Are you currently maxing out your retirement plan contributions, but still looking for a way to expand your savings opportunities? Do you fall into one of the higher tax brackets, and need a way to pass assets to your heirs while bypassing the estate tax? There are several reasons that…

Read More

Five Ways a Roth IRA Can Benefit You
October 17, 2016

Retirement planning often involves a sea of complicated decisions, and we find ourselves tempted to compare each savings solution to all of the others. Way to bog yourself down in endless questions and comparisons! A simpler way might be to simply take a look at the merits of each savings…

Read More

Annuities Enjoy a Resurgence in Popularity
October 10, 2016

When your parents and grandparents retired, they might have depended upon a combination of company pension and Social Security. If they did have their own retirement savings, they only had to live off of that money for about a decade. Now that many of us can expect to live 25…

Read More

Changes Coming to Social Security and Medicare
October 3, 2016

A few months ago, we told our readers that experts had predicted Social Security checks would remain the same in 2017. In most years, a cost of living adjustment (COLA) is issued, but with inflation flat-lining near zero, it was forecast that a COLA would not be happening next year….

Read More

What is the Most Important Factor for Retirement?
September 26, 2016

When we talk about retirement planning, we tend to focus on the financial end of things. After all, it’s what we do! We want you to be financially secure, so that you’re free to enjoy the other aspects of your retirement years. But what are those other factors, anyway? According…

Read More

4 Simple Ways to Maximize Your Retirement Savings
September 19, 2016

For those who earn a higher-than-average income, a common mistake is thinking that you have time to worry about retirement later. After all, you have plenty of income to play catch-up, and right now you should be enjoying life, right? You might have time to build a healthy retirement fund…

Read More

Breaking the High Income Curse
August 22, 2016

The idea that high-income earners are “cursed” sounds ridiculous to most people. After all, doesn’t more money equal more wealth, more freedom, and more happiness? Well, it can… when managed properly. But if a high annual income always guarantees permanent wealth, why do 78 percent of NFL players eventually experience…

Read More

Have questions? Need assistance?

Use the form below to schedule an appointment.

    Call 877-281-8282 or email to speak with an agent.