Blog

The Limitations of Medicare and Medicaid
More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

Revising Estate Strategy Assumptions
When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

How to Appeal Your Property Taxes
Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Changing Unhealthy Behaviors
Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive

Investing with Your Heart
More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Five Most Overlooked Tax Deductions
Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

Online Estate Planning Is Increasingly Easily and Affordable
New Buy One Get One Offer Allows Families the Power To Choose and Secure Their Wants and Wishes Conveniently and Securely Online.

Investment Portfolios Head-To-Head With Recession Volatility
This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

Women Retirees Underestimate the Coming Long-Term Care Tsunami
According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

The Investment Risk No One’s Ever Heard Of
As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Don’t Be Your Own Worst Enemy
The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

What is the Value of Your Business?
As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

All Muni Bonds Are Not Created Equal
Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

TIPS for Inflation
Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business?
Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

Protecting Your Business from the Loss of a Key Person
Protecting Your Business from the Loss of a Key Person. Get An Instant Key Man Insurance Quote Now

How to Eliminate Market Recovery Using an IUL
Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

6 Retirement Questions Government Employees Should Be Asking
Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...
















