Turn Your Goals into Reality

Turn Your Goals into Reality

  Most people begin the new year with a genuine hope of seeing their lives improved in some way. Have you ever failed to accomplish your goals and ended the year disappointed? Of course, you...

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Giving Strategies to Consider

Giving Strategies to Consider

As we get toward the end of the year, the holiday season inspires many of us to not only be grateful for what we have, but also to look for ways we can give to others less fortunate than ourselves. ...

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Financial Products To Be Thankful For

Financial Products To Be Thankful For

We dedicated our October newsletter to covering financial products and habits that tend to do more harm than good.  For November and in the spirit of Thanksgiving, we want to focus on good financial...

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The Spookiest Financial Products

The Spookiest Financial Products

October marks the return of fall, pumpkins, and the spookiness of Halloween. Unfortunately, there are some common, everyday financial products that should be in a scary movie and not in your...

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Debunking Social Security – Part 2

Debunking Social Security – Part 2

Social Security is a program that will affect nearly everyone in this country. Recent statistics show that 96% of Americans will be covered in one way or another. In our experience, it is also one...

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Debunking Social Security – Part 1

Debunking Social Security – Part 1

Quite simply, Social Security is one of the biggest areas of confusion for our clients. When do they file for it? Will it go bankrupt? Can they count on it? Do they only get benefits if they worked?...

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