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Business owners: Focus on what matters in this crisis
As a business owner, it’s hard running day-to-day operations and still have time left over to think about the what-ifs. What if I lose a key employee? What if a competitor sets up shop down the street? What if a global pandemic...
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Is it OK to retire with a mortgage?
The conventional wisdom is that you should pay off your mortgage before you retire. Yet many in their senior years do not, choosing instead to retire with a mortgage. According to a study by Harvard University, 46 percent of homeowners...
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Life insurance: Treat cash value with care
Taking out loans from the cash value built up in your life insurance policy can be an advantageous way to help pay off a mortgage or supplement college expenses. But the cash value you accumulate from your policy can just as easily be...
Read MoreCredit Card Concierge: Did You Know?
Select premium credit cards often come with a concierge service benefit and most cardholders don’t know or don’t take advantage of the service. Much like having an assistant at the office, a concierge can do the legwork for your...
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Running adds life...and other benefits
The advantages of physical activity, including decreased risk of heart disease and improved emotional wellness, have long been touted by the medical community, but recent research suggests that those who run on a regular basis may get...
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COVID-19: Were You Prepared, What Will You Change?
The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are a child...
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How to make a financial plan for your family
Once you decide that getting married and/or having children is in your future — and especially once those events come to pass — your finances can rapidly grow more complicated. Making a family financial plan can help you...
Read MoreAging in Place in the Wake of COVID-19
Everyone ages and, as a result, they eventually need personal and medical care in a comfortable living environment. Seniors are tasked with deciding what their care will look like and where they want to wake up each morning. With...
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3 financial steps for today, this week, and this month
Recent events and ongoing economic problems have many people looking to do something — anything — to feel financially grounded again. Here are some things you can do immediately, in the coming week, and for the month that...
Read MoreReminder – Extended Tax Deadline Hits July 15
For some, the onset of COVID-19 brought about a much-needed reprieve from the traditional Spring tax deadlines. The Internal Revenue Service (IRS) extended the deadline for all taxpayers to July 15, 2020. Anyone, including Americans...
Read MoreEmpowering Women for Financial Success
These days women not only have to worry about balancing their duties as a family manager, but must focus on their own identity as financial contributors as well. Despite being great savers and increasingly influential in the workforce,...
Read MoreImportant Insurance Issues to Discuss in a Divorce
“I’m getting a divorce.” When one hears that statement, the first thought that frequently comes to mind is prepare for an emotional roller coaster and all the expenses that come with it. Every divorce is emotionally and financially...
Read MorePreparing for Long-Term Care
Did you know that Medicare typically doesn’t cover nursing homes or any in-home care? According to statistics, someone turning 65 today has almost a 70% chance of needing some type of long-term care assistance.1 This includes...
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