Blog
Articles

Our goal is to keep you, your family, and your friends up to date on everything from finance to health care. We strive to help you make the most informed financial decisions to help you achieve financial success, so you can enjoy everything life has to offer. That’s what our blog is for!
Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Adulting is hard. Balancing a budget, saving for retirement, and trying to figure out whether you’re a cat person or a dog person—it’s a lot. But of all the things we juggle in life, one unsung hero tends to get left off the “adulting checklist”—life insurance. Oh, I know, I know, it sounds about as exciting as watching grass grow, but stick with me here. Life insurance isn’t just about morbid thoughts of “what if.” It’s about financial security, peace of mind, and (surprise!) making sure your loved ones aren’t left scrambling for pennies if life decides to throw a curveball.

read more
Retirement Planning: Because Living Off Ramen in Your 70s Isn’t the Dream

Retirement Planning: Because Living Off Ramen in Your 70s Isn’t the Dream

Ah, retirement. The golden years. A time for relaxation, adventure, and finally doing all those things you never had time for during your working years. But wait—what’s that in your bowl? Is it…Ramen noodles? While Ramen is a delightful throwback to college days and tight budgets, it’s not exactly the culinary experience you envisioned for your twilight years. Let’s dive into why solid retirement planning is essential unless you’re planning to become a Ramen connoisseur by necessity.

read more

Tax Notes

This year, the official start date for filing 2021 income tax returns was Jan. 24, and the season ends on April 18 for most filers. According to the IRS, the typical period for refunds is three weeks or less. Be aware that you can speed up the process by filing electronically and submitting your direct deposit information.

read more

The 2022 Economy: Reasons To Be Positive

Year-end brought a resurgence of COVID-19 panic, led by the onset of the omicron variant in the United States. Families and friends met in large gatherings during the holiday season, the weather got cooler — sending people indoors — and hospitals became overwhelmed with new coronavirus cases.

read more

The Business of Influencing

For centuries there have been leaders in government, companies, churches, and local communities that influence people through their opinions. Then advertisers took advantage of this phenomenon to influence consumers with print advertisements and commercials.

read more

This is Your Brain on Technology

Facebook CEO Mark Zuckerberg recently announced that the company is rebranding as “Meta.” The initiative is designed to focus the company’s vision on virtual reality (VR) in the future, through what Zuckerberg refers to as the “metaverse.”

read more

U.S. Health Care in a Post-COVID Era

As many workers returned to their offices this fall, employers took on much of the expense of paying for weekly COVID testing, as well as insurance coverage and paid leave for sick and quarantined workers. These extra expenses may well lead to higher insurance premiums for everyone.

read more
Th Top 10 Things to Consider When Preparing For Your Retirement Guide
Top 10 Actions When Preparing For Retirement

Planning for retirement income may seem like a daunting task, but can help you get a handle on preparing for your financial future.

Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Adulting is hard. Balancing a budget, saving for retirement, and trying to figure out whether you’re a cat person or a dog person—it’s a lot. But of all the things we juggle in life, one unsung hero tends to get left off the “adulting checklist”—life insurance. Oh, I know, I know, it sounds about as exciting as watching grass grow, but stick with me here. Life insurance isn’t just about morbid thoughts of “what if.” It’s about financial security, peace of mind, and (surprise!) making sure your loved ones aren’t left scrambling for pennies if life decides to throw a curveball.

read more
COVID, Life and Insurance

COVID, Life and Insurance

By mid-January 2022, the United States had recorded more than 865,000 deaths attributed to COVID-19. Once the vaccine was available in early 2021, life insurance companies expected COVID-related deaths to decline.

read more
Replenish Emergency Funds

Replenish Emergency Funds

Americans have largely been on one of two tracks since the beginning of the pandemic: Those who suffered income and net worth losses and those who gained wealth. A good example of this was the result of relief checks mailed out by the federal government.

read more
Tax Notes

Tax Notes

This year, the official start date for filing 2021 income tax returns was Jan. 24, and the season ends on April 18 for most filers. According to the IRS, the typical period for refunds is three weeks or less. Be aware that you can speed up the process by filing electronically and submitting your direct deposit information.

read more
The 2022 Economy: Reasons To Be Positive

The 2022 Economy: Reasons To Be Positive

Year-end brought a resurgence of COVID-19 panic, led by the onset of the omicron variant in the United States. Families and friends met in large gatherings during the holiday season, the weather got cooler — sending people indoors — and hospitals became overwhelmed with new coronavirus cases.

read more
Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Life Insurance: The Unsung Hero of Adulting (Yep, It’s That Important!)

Adulting is hard. Balancing a budget, saving for retirement, and trying to figure out whether you’re a cat person or a dog person—it’s a lot. But of all the things we juggle in life, one unsung hero tends to get left off the “adulting checklist”—life insurance. Oh, I know, I know, it sounds about as exciting as watching grass grow, but stick with me here. Life insurance isn’t just about morbid thoughts of “what if.” It’s about financial security, peace of mind, and (surprise!) making sure your loved ones aren’t left scrambling for pennies if life decides to throw a curveball.

read more
What’s Up With Real Estate?

What’s Up With Real Estate?

The U.S. housing market is still suffering from low inventory: too few houses available for the numbers of home-seeking buyers. Naturally, the capitalist principals of supply and demand kick in, meaning that prices inevitably rise when there are too few products available to purchase.

read more
COVID, Life and Insurance

COVID, Life and Insurance

By mid-January 2022, the United States had recorded more than 865,000 deaths attributed to COVID-19. Once the vaccine was available in early 2021, life insurance companies expected COVID-related deaths to decline.

read more
Replenish Emergency Funds

Replenish Emergency Funds

Americans have largely been on one of two tracks since the beginning of the pandemic: Those who suffered income and net worth losses and those who gained wealth. A good example of this was the result of relief checks mailed out by the federal government.

read more
Tax Notes

Tax Notes

This year, the official start date for filing 2021 income tax returns was Jan. 24, and the season ends on April 18 for most filers. According to the IRS, the typical period for refunds is three weeks or less. Be aware that you can speed up the process by filing electronically and submitting your direct deposit information.

read more