To My Surviving Spouse....
Whether you are, or are not, the most financially savvy person in your household, you can and should “get around to”...
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RMD Strategies to Help Ease Your Tax Burden
The whole premise behind tax deferral is we know we’re going to have to pay income tax on this money eventually. We just...
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Do You Still Need Life Insurance When You Retire?
Life insurance policies can be helpful tools both for families who lose a loved one or individuals who need access to...
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Paws and Effect - The annual cost of pet ownership and how to reduce costs
We love our pets, they are part of our families. However, if you’re considering getting another pet on top of any...
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15-Year vs. 30-Year Mortgage: What's the Difference? Much more than the amount of monthly payments
The 30-year fixed-rate mortgage is practically an American archetype, the apple pie of financial instruments. It is the...
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Discover Effective Planning and Investing Strategies for Higher Education
Setting aside funds for higher education can create a brighter future for you or a loved one, but deciding how to go...
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Is a Reverse Mortgage Right for You?
The initial appeal of a reverse mortgage is understandable, particularly for retired homeowners that have a fixed income...
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Q2 VF View: 2020 Review Mirror
Among everything that has happened this year, the S&P 500 ended the second quarter down 3.1% year-to-date. So how did we...
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8 Important Details about Early Retirement Plan Rollovers
There are many tools that you can use to save for retirement, but employer-sponsored plans like 401(k)s and 403(b)s are...
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What Does Umbrella Insurance Cover and Do I Need It?
Even the most careful person with the best intentions can end up on the hook for a huge judgment from a personal...
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Helpful Life Insurance Advice You Can Use
Life Insurance is one of those things that we know we should have, but dread as a topic. Indeed, with so many...
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What are the benefits of Diversifying my Investments?
The spectrum of investment choices out there is very broad, and it’s nearly impossible to have a “perfectly-diversified”...
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