In the News

 

25Oct 2018

In the latter half of the 19th century, women entrepreneurs often ran peripheral, service-related businesses: taverns, alehouses, retail shops, hotels, even brothels.[1] It was a man’s world, and women without husbands often found themselves looking for innovative ways to support themselves. At the dawn of the 20th century, the socioeconomic climate began to change. New […]

25Oct 2018

More than a quarter of Americans have some type of disability.[i] A disability is defined by the Centers for Disease Control and Prevention as “any condition of the body or mind (impairment) that makes it difficult for the person with the condition to do certain activities (activity limitation) and interact with the world around them […]

25Oct 2018

You know why you should get life insurance. To protect your family. To leave an inheritance. To pay off debts and other expenses. To create more financial stability. To have more peace of mind. But is there ever a time when you should reconsider your insurance coverage or change your policy? Experts suggest policyholders review […]

25Oct 2018

You may have dealt with money for more than half a century. You understand hard work, following a budget, saving money, and spending wisely. You possess a wealth of financial wisdom—at least in comparison to your grandchildren. As a grandparent, you can provide your grandchildren with sound, sage advice. Will they accept and heed it? […]

25Oct 2018

That big tax return may have allowed you to pay bills, build your savings, or buy something you’ve wanted for some time. With passage of the Tax Cuts and Jobs Act in late 2017, the tax code changed, making potentially for an even rosier tax picture for some at the end of this year. However, […]

25Oct 2018

  Open Enrollment for individuals under Medicare Age (65) starts November 1st and runs through December 15th. In order to help you prepare for Open enrollment for 2019 we encourage you to ask yourself these questions: How do I qualify for a marketplace subsidy or tax credit? Why do I need Health Insurance? Do I need […]

04Oct 2018

Why do you get life insurance? It may be because you understand that tragedy can strike in a moment. Or perhaps you may want to make sure your family is taken care of after you’re gone. Life insurance helps provide you and your family with peace of mind for your future needs. Insurance payouts may […]

27Sep 2018

Annual Election Period for Medicare Starts October 15th Do you feel you need to make a change to your current Medicare coverage? The annual election period is an annual time for plan changes runs from October 15th – December 7th. In order to help you prepare for Open enrollment for 2019 we want to provide […]

27Sep 2018

Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to address the concerns of your loved ones in the event of your death, you may want to ensure their financial welfare is secure. You may want to provide a legacy of sorts […]

27Sep 2018

Communication is the process through which we transfer information to each other. Although modern forms of communication have increased (emails, texts, letters, social media), connecting with each other is still at the foundation of our humanity. We just have to talk. Family communication, in particular, melds us together in profound and lasting ways. Without it, […]

27Sep 2018

You spent decades saving for retirement. A long time ago, you understood and took to heart the advice about the importance of your retirement savings. You’ve just turned 70, and you’re proud of your financial achievements. You worked hard; you sacrificed, and now you’re retired and doing well enough so that you don’t have to […]

27Sep 2018

History tells of investors leaping from tall buildings during the Great Depression. It was Black Thursday, October 24, 1929. Newspaper columnist Will Rogers wrote: “When Wall Street took that tail spin, you had to stand in line to get a window to jump out of.” Obviously, unforeseen financial (specifically, investment) mistakes were made, which led […]