Blog
Disability Insurance Awareness Month
Did you know that May is Disability Insurance Awareness Month? To support the cause, I thought this would be a great opportunity to remind you to review your plan for income protection. The base of every financial plan starts with...
Read MoreTaking Advantage of Tax Credits
It’s that time of year again - tax season - when it’s important to take advantage of every allowance available. If you have children, dependents or educational expenses, you will want to know all of the credits and deductions that are...
Read MorePassword Security Best Practices
When it comes to online accounts, a strong password is the first line of defense for protecting your information. Here are some tips for creating strong passwords.
Read MoreBudgeting and Saving Tips
Many clients come to us looking for advice on how to budget better or how to save more money. However, there’s no one-size-fits-all solution. Some people budget well just using a spreadsheet and keeping track, others by using an envelope...
Read MoreEmotions of Investing
When financial markets are performing well -- i.e. overall investment returns are positive -- it's easy to be excited about opening your monthly statement or checking online balances to see how your accounts are performing...
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Long-Term Care
We recently participated in a webinar hosted by Ash Brokerage that focused on Long-Term Care and the importance of having a plan. The webinar touched on a variety of topics such as the types of care available, how to qualify for care...
Read MoreIdentity Theft Can Happen at Any Time
We asked Denise Werner in our office who answers clients' questions about technology to give us some thoughts on cyber security. Here are some tips she suggests for protecting your identity...
Read MoreSpring Clean Your Finances
I am not ashamed to admit that I don’t love to clean! BUT I also don’t love living in a mess, so I understand that cleaning is one of the necessary evils of my life. The same goes for your finances. You may not need to clean up your...
Read MoreReviewing Your Tax Strategies
It’s that time of year…tax season! I’ve yet to meet anyone that enjoys paying taxes, but it’s a necessary evil that we all have to do. But that doesn’t mean you have to pay more than you have to. Reviewing your financial picture and...
Read MoreStudent Loans: To Pay or Not to Pay? That is the Question.
The Federal Student Loan Relief has been extended through September 30, 2021. What does this mean for student loan borrowers? First, it only applies to loans owned by the Department of Education. Therefore private loans or loans not...
Read More5 Simple Financial New Year's Resolutions
Ahh yes, here we are the beginning of a new year! The time when we’re all out to make a fresh start for the year and leave old habits behind us. If one of your resolutions has been to get your finances in check, here are 5 simple ways to...
Read MoreFinancial Tips for My 20-Something Year Old Self- Tip #3: Understand Your Investment Options and DIV
If you had asked me when I was 22 the difference between a stock and a bond, my response would have been, “Do I really need to know that?”. Ok, that might be a bit extreme, I’m pretty sure I knew the difference then, but my point is...
Read MoreFinancial Tips for my 20-Something Year Old Self - Tip #2: Credit Cards are NOT Free Money!
Ok, this might be a tip more for my 18-year-old self, but the lesson followed me into my 20’s. “YOLO” and “FOMO” weren’t actual acronyms when I was in college, but I sure lived by those mantras, “You Only Live Once” and “Fear Of Missing...
Read MoreFinancial Tips for My 20-Something Year Old Self - Tip #1: Save Early
Picture this, circa 2005 I’m 22-years old fresh out of college with the world ahead of me! I haven’t landed my dream job yet, but I’m working full-time as an assistant manager in a retail store and making okay money. I know this isn’t...
Read MoreDisability Insurance
We’ve already established that your most valuable asset isn’t your house, car, or retirement account; it’s YOU and your ability to earn income. That is why it’s so important to protect that asset with disability insurance...
Read MoreDeductibles vs Premiums
One of the biggest factors in choosing insurance, whether it’s auto, homeowners, or health insurance, is the cost. But the cost isn’t just the monthly premium you’re paying; it’s the entire out-of-pocket cost you will pay if you have a...
Read MoreProtecting Yourself with Insurance
When it comes to insurance, we’re used to insuring our cars and homes and other important tangible assets that we may not be able to afford to replace easily. But nothing is more important than your life and ability to earn a living...
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