Estate Planning: Tax Planning
Helping your clients with the year-round effort to maintain your tax strategy.
Risk Management: Property, Casualty, Life, Disability, and Extended Care Insurance
This article details the different types of insurance that are a necessary part of a healthy financial plan.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Financial Lessons from Famous Dads
This article details some financial lessons passed down from famous fathers and famous father figures.
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
Brett's Insights on the Federal Reserve interest rate and stock and bond market volatility May 2022
Risk Management: Dollar-Cost Averaging
This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.
Medicare: Understanding Parts A, B, C, & D
Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.
It's Financial Literacy Month: Brush Up on Your Financial Skills
With Financial Literacy Month upon us, it's time to review some basic financial concepts. Here are some tips to help you become more financially confident.
How to Back Up Your Financial Documents
If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.
Think Flood Safety this Spring
Floods are among the most frequent and costly natural disasters, especially in the Spring. Last year alone, excessive rainfall brought flooding to many locations, making it the deadliest for flooding since 2017.
The Great Resignation: By the Numbers
Last year, the U.S. Bureau of Labor Statistics announced that 4.3 million Americans, or 2.9% of the entire workforce, quit their jobs in August of 2021.