The Latest From Our Blog

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

The IRS has released record high contribution increase for 2023. This article details the changes.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

This article will be about classic finance books that have stood the test of time and provide relevant financial tips.

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

With the Federal Reserve Bank significantly raising interest rates this year, the value of existing bonds, whether they be U.S. Government, Municipal, or Corporate, have all gone down in value. Bonds are traditionally our safe haven and can even go up in value when equities are experiencing heightened volatility. So what is going on?

Brett's Insights on the recent Federal Reserve actions

This article will use Life Insurance Awareness Month as an opportunity to talk about the importance of life insurance.

There is a strong connection between the economy and literacy. In this article, we'll examine how the two are connected, as well as some ways to improve them both.

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.

The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.