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Sending Your Child To College? Make Sure They Sign These Two Documents First

Sending Your Child To College? Make Sure They Sign These Two Documents First

April 25, 2019
With the fall semester rapidly approaching, many parents are frantically trying to help their soon-to-be college student buy dorm...
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Tips on Home Buying and Selling (29:21)

Tips on Home Buying and Selling (29:21)

April 23, 2019
Many of us have heard the adage about location being everything when it comes to real estate, but what...
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Homebuying from a Wealth Advisor’s Perspective

Homebuying from a Wealth Advisor’s Perspective

April 4, 2019
Each Spring as the days get longer and flowers begin to bloom, so too do the hours spent by...
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Home is Where the Heart is…Especially in Taxes (17:59)

Home is Where the Heart is…Especially in Taxes (17:59)

April 2, 2019
When it comes to filing your taxes, the rate at which your income is taxed can vary based on...
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Life Is Uncertain – Consider Disability Insurance

Life Is Uncertain – Consider Disability Insurance

March 13, 2019
You never know when an injury or illness might affect your income-earning ability. To financially protect your family, and...
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New Tax Plan…So Many New Decisions To Be Made (29:46)

New Tax Plan…So Many New Decisions To Be Made (29:46)

March 12, 2019
New tax season, new tax laws. How do you decide whether you should choose a tax preparer or a...
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Hitting the Jackpot! Managing Financial Windfalls (23:47)

Hitting the Jackpot! Managing Financial Windfalls (23:47)

February 19, 2019
Financial windfalls come in a variety of forms, from winning the lottery to receiving an inheritance or even selling...
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Bond Ladders

Bond Ladders

February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
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Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
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Enrolling In Medicare: A Few Quick Tips

Enrolling In Medicare: A Few Quick Tips

January 19, 2019
During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the...
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Are You Prepared for an Emergency? (27:00)

Are You Prepared for an Emergency? (27:00)

January 8, 2019
According to Game Plan Experts, there are, on average, 76,000 people killed and 174 billion dollars in average annual...
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Opportunity Zones

Opportunity Zones

January 7, 2019
Qualified Opportunity Funds (QOF) are new investment vehicles that allow investors to potentially defer and reduce capital gains on...
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