Client Notice: Year-end Reminders December11, 2020: With additional responsibilities placed on so many right now, we wanted to share a concise list of considerations for year-end planning and an easy reference for frequently asked questions: IRA, SEP IRA, and...
Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
Happy Thanksgiving and Holiday Hours November 25, 2020: We wish you and your families a very Happy Thanksgiving, and while we know you may be spending it in smaller gatherings or perhaps alone, we hope you will be able to find time with peace and gratitude to reflect...
Politics and Your Portfolio: Navigating the 2020 Elections October 28, 2020. By Mark Barry: Politics have dominated the national conversation in recent months, and with November 3rd being a week away emotions are running high. While many people may feel very strongly...
Dealing with Financial Survivor’s Guilt October 1, 2020. By Ashley Agnew: Working hard to maintain secure employment in a successful position takes years of overcoming obstacles, often with delayed rewards. Professional success, especially in our culture, is something...
With interest rates hovering at historic lows, mortgage brokers, lenders, and bankers are busier than ever as real estate owners rush to refinance and first time buyers flood the housing market to take advantage of the long-term cost savings associated with reduced...
