It’s Raining Lawsuits…Do I Need a Personal Umbrella Policy? [Watch Now]
Is it worth having an umbrella policy? If you have significant assets, it could be worth the research. Your liability insurance within your auto and homeowners insurance policies might […]
A Great Client Guide to Year-End Tax Planning
As we welcome Fall and things start to slow down, it’s a great time to start thinking about your year-end tax planning. Taxes can be a very confusing thing, especially […]
What to Do With Your Payroll Tax Deferral
In an effort to provide financial relief during the coronavirus pandemic, an executive action was signed to allow employers to defer payment of employee-side Social Security payroll taxes through the […]
Your Financial Guide to Medicare Open Enrollment
With Medicare Open Enrollment coming up, you may be wondering how you can save money. This is a critical period for senior citizens to shop around and choose a plan […]
DIY Investing vs. Investing With An Advisor
There are several DIY investing platforms being used these days. During the chaos of the coronavirus pandemic, many investors have turned to these platforms. However, professional financial advisors warn of […]
Upcoming Event — Virtual Coffee & Conversation With Dana Hutson
Join Dana Hutson, Community Educator for CampaignZERO, Thursday, November 5, 2020 at 4 pm EST. Click here to register now.
Upcoming Event — Virtual Coffee & Conversation With Sue Somers
Join Sue Somers from NFP to discuss Umbrella Policies, Thursday, October 22, 2020 at 4 pm EST. Click here to register now.
7 Great Tips to Help Prepare You Financially for Divorce
Sometimes a marriage can’t be saved. No amount of marriage counseling and best efforts can fix them. Divorce is a difficult process. It is emotionally and financially taxing. That’s why […]
Best/Worst-Case Scenarios for Investing in the Market During COVID
This global pandemic has made many people worry about the implications it will have on investing. The stock market is creating huge opportunities for investment right now, but it is […]
Knowing Before Negotiating: A Guide to Executive Benefits
A well-designed and implemented executive benefits program will provide incentives that will attract new executives and retain talent. The business environment is always competitive and even more so right now. […]
