Featured Articles

November is Long-Term Care Awareness Month

The month of November is designated as Long-Term Care Awareness Month. The focus is to educate others on long-term care needs and the benefit of planning for the future. In 2010, almost 10 million people in the U.S. needed long-term care, and research suggests that most Americans over the age of 65 will need long-term […]

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How to Save for College

With proper planning, saving for college may be simpler than you think. College tuition has risen 237 percent in the last 20 years and has increased each year since 2012. For the 2016-17 academic year, the average college tuition for a 4 year, in-state school was $24,610. However, knowing how much you need to save [...]

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Most Recent Articles

09.25.2017

How to Pay Off Credit Card Debt Quicker

Credit card debt is a problem many American families face. According to one recent study, the average American adult with a credit card has more than $5,000 in credit card debt.1 High interest rates make it hard to pay off credit card debt without losing a lot of your hard-earned money along the way. The […]

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05.02.2017

Financial Planning Advice: 9 Mistakes to Avoid

When seeking financial planning advice, clients often ask what they can do today to avoid financial challenges in the future. They might find themselves with extra income after paying off debt, have a dream to buy a home or need a retirement plan, and they’re not sure where to start. If this sounds like you, […]

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05.01.2017

5 Questions to Ask a Financial Advisor

An investment advisor and insurance professional’s goal is to help clients reach their financial goals so they can enjoy their retirement to the fullest. That said, it helps when people have realistic goals concerning retirement and the willingness to make the choices needed to work toward achieving those goals. That all begins with the choice […]

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