Latest Articles
Lifestyle
- Fixed or Variable Mortgage, Which Should You Pick?
- Mastering Mobile Lingo
- Money Draining Food Myths
- Changing Unhealthy Behaviors
- The Financial Literacy Crisis
- Putting a Price Tag On Your Health
- How Boomers and Millennials Differ
- Do Your Kids Know The Value of a Silver Spoon?
- Data Breach: Your Security To-Do List
- Creative Ways to Motivate Your Employees
- Are You Using the Right Technology?
- Building a Practice That Evolves
Retirement
- Social Security Fairness Act's New Chapter
- Retirement Traps to Avoid
- Should You Borrow from Your 401(k)?
- Money that Buys Good Health is Never Ill Spent
- 9 Facts About Retirement
- Financial Strategies for Women
- Immediate vs. Deferred Annuities
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Healthcare Costs in Retirement
- How the SECURE Act 2.0 Changed RMDs
- Maximize Retirement with Year-End Financial Moves
- Strategic Year-End Planning for a Strong Retirement
Tax
- What Do Your Taxes Pay For?
- Do You Owe The AMT?
- The One Big Beautiful Bill and You
- What’s My 2025 Tax Bracket?
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- You May Need to Make Estimated Tax Payments If…
- How to Appeal Your Property Taxes
- Red Flags for Tax Auditors
- What If You Get Audited?
Insurance
- Social Media: #NewestBusinessLiabilityRisk
- How Insurance Deductibles Work
- Insurance Needs Assessment: Married With Children
- Understanding Homeowners Insurance
- Term vs. Permanent Life Insurance
- What to Look for in an Extended-Care Policy
- Does Your Credit Score Affect Your Insurance Rates?
- A Look at Whole Life Insurance
- A Home Insurance Claim: To File Or Not To File
- Retiree Health Care Coverage Overseas
Estate
- A Brief History of Estate Taxes
- Steps to Protecting a Child with Disabilities
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- A Living Trust Primer
- Why Everyone Needs an Estate Strategy
- Will Power
- White Elephant Inheritance
- Choosing a Business Structure
- Put It in a Letter
- What is the Value of Your Business?
- Year-End Planning: Preserve, Grow, and Give
- Preserve, Grow, and Give: Year-End Wealth Planning
- Estate Strategies to Grow Wealth for Generations
- Estate Planning: Grow & Preserve Your Wealth