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We work hard to create articles every week for our valuable clients (like you!).

We feel it's critical to keep you updated on the market and the latest tax strategies, provide inspirational quotes and tips for life's many pleasures, like cooking and golf. 

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Tuesday, August 30, 2022

There’s nothing exciting about life insurance. But it’s not meant to get you hyped up. It’s meant to take care of you and your loved ones. Life insurance is designed to protect your income in the unfortunate event of...

Tuesday, August 30, 2022

The emails begin pouring in at the beginning of August when you’re not even thinking about the impending school year. Before you know it, you’re getting a list of items that your child needs to start their school year off...

Tuesday, August 30, 2022

The pandemic has influenced all our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. Some of us have decided they want a new type of career; some have devoted more of their lives to...

Tuesday, August 30, 2022

While the professional pundits debate when or if an economic recession is imminent, it may be a good idea to ensure you’re prepared, nonetheless. It doesn’t hurt your bottom line to take a step back and self-evaluate. Learn...

Tuesday, August 30, 2022

As your kids or grandkids start college this fall, remember that grades aren’t the only thing to pay attention to. Stay on top of your physical and mental health as you ease into college life with this advice from the Chapman...

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Tuesday, August 30, 2022

They say success depends not on what you know but who you know. Skills and experience are important but knowing the right set of people can definitely help you advance and thrive in your career. GQ recommends surrounding yourself with...

Tuesday, August 2, 2022

Even with the Federal Reserve increasing interest rates on loans, we are still in the midst of our current inflation crisis. The optimist will say that we will weather this storm and come out better for it. The pessimist will have the...

Tuesday, August 2, 2022

There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones.Not...

Tuesday, August 2, 2022

Electric vehicles (EVs) are becoming more commonplace each day thanks to innovative battery technology, marketing centered around climate change and fuel efficiency, and the fact that they are just plain cool. They are technological...

Tuesday, August 2, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Tuesday, August 2, 2022

If you’re approaching your 65th birthday, odds are you’ve been inundated with documentation and advice about your social security options. It’s crucial to make sure you’re on solid ground with your finances as...

Thursday, July 7, 2022

Follow these 10 money-saving travel tips when planning your next vacation to help make it more affordable, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these...

Thursday, July 7, 2022

It's easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn't always as obvious. Let's say your money is earning 4% and...

Wednesday, July 6, 2022

Frugal people are known for not spending money. This reputation harbors much truth, but not always. Frugality doesn’t mean pinching as many pennies as possible, it’s also a long-term strategy to save money. If you see a...

Wednesday, July 6, 2022

A successful investor maximizes gain and minimizes loss. There's never a guarantee that any investment strategy will be successful. All investing involves risk, including the possible loss of principal. Here are six basic principles...

Wednesday, July 6, 2022

Obtaining life insurance is a benchmark for many adults when building their portfolio. Earning income is one thing but protecting it for your loved ones upon your death is quite another. The primary objective of life insurance is...

Thursday, June 2, 2022

Having a financial plan in place for your child is essential. It’s important to understand the potential issues that could arise during that process.

Thursday, June 2, 2022

Digital wallets are here to stay. They handle digital funds, credit cards, gift cards and more. Learn how to capitalize on this technology for your daily life.

Thursday, June 2, 2022

Harness the power of your Amazon Prime Membership with these helpful tips. Find out more about Prime Wardrobe, Amazon Fresh, Amazon Smile and more.

Thursday, June 2, 2022

The Achieving a Better Life Experience Act of 2014 provides much needed assistance for Americans with disabilities to design a financial plan to alleviate potential stress if they’re unable to perform their jobs.

Thursday, June 2, 2022

Each generation – Gen Z, Millennials, Gen X and Baby Boomers – are at different moments in their lives that require their own age-specific financial goals and stress points. Learn where your financial focus should be today.

Monday, September 23, 2019

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

Monday, September 16, 2019

Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average. [1] Small-cap shares, as tracked by the Russell...