We asked the tough question, and you answered. In a recent newsletter poll, we asked when people expected to retire. While almost half expect to…

If you are heading to Orlando later this month, we invite you to come by our booth. We would love to see you. Our consultants…

Have you heard of Lifestyle Inflation? If you have not heard this phrase, you probably know the feeling. Some may call it “keeping up with…

Major data breaches are occurring on a regular basis. The Identity Theft Resource Center reported a total of 1,244 breaches in 2018; click here to…

Summer is here—a time of vacations, swimming, and fun in the sun. Many churches and districts also host annual summer camps for both children and…

April was Financial Literacy month and we wanted to see how literate the average person is related to finances, so we created a quiz and…

Did you pay more taxes than expected this year? Check out the short list below of what you can do now to reduce your 2019…

Impact investing: investing with the intention of making both a positive societal impact and a financial return More and more, investors want their finances to…

If you are considering purchasing an indexed annuity, please read the following article carefully. And remember, if it sounds too good to be true, it…

True financial planning involves both short-term and long-term goals. Most people are able to create and often meet short-term goals, but long-term goals may not…