Blog

Learning to Save

Paul Williams

Thursday, January 12, 2023

There’s a common saying that’s thrown around quite often and at times it can be harder to live by this standard than not. That saying is to “Live Below Your Means”. What does this actually mean?

Individual Retirement Account. That’s what IRA stands for.

Financial Swing

Paul Williams

Thursday, January 12, 2023

Everyone is looking for the best product to purchase, investments, insurances, real estate, businesses. Most people don’t take the time to understand how these products are connected.

Cash balance planYou’ve worked hard to make your business successful. But if your retirement planning has taken a back seat to your business over the years, you may feel it’s time for a change. Even if you have done some...

Acting as a financial professional allows you to help people deal with the most essential factor of their day-to-day lives: money. Because when it comes to managing finances, a lot of Americans need help.

Deciding to protect your income is a significant step to help ensure a financially confident future foryou and your family. After all, income is the foundation of any sound financial plan and disabilityinsurance is an important piece...

As a business owner, you have the responsibility of making daily decisions that can determine thefuture of your business and your employees. Protecting your business and your livelihood from “whatif” moments like a...

As a white-collar professional, whether you are an accountant, an attorney or even an engineer, youhave made your education and professional career a top priority in your life. That’s why protectingyour earning power is critical,...

As a physician, disability coverage that caters to your unique income protection needs is critical. Afterall, you’ve put so much time and effort into your education, and your ability to practice medicine is oneof your most...

When it comes to protecting yourself and your family, holistic protection is key. There are many waysyou can prepare for the unexpected and help ensure your family is protected from life’s “what if”moments. Creating a...

May is Disability Insurance Awareness Month or “DIAM”, a time to recognize that disabilities are morecommon than we may think and preparing for those “what if” moments is key. To start a conversationand bring...

May is Disability Insurance Awareness Month or “DIAM”, a time to recognize that disabilities can happen to anyone and preparing for those “what if” moments is key. To start a conversation and bring awareness to...

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent....

The anxiety weighing on many investors around the economic and market uncertainty from the COVID-19 pandemic is particularly felt by those in or near retirement. Ultimately the resolve, dedication, and discipline we display now will...

Scammers and COVID-19 - What You Need to Know

Jonathan Okies

Friday, April 17, 2020

The most efficient way to defend against scammers is to know how they attack – and the red flags that warn of possible ploys. Know the red flags There are many tactics thieves use to reach you like fake emails (known as phishing)...

Financial Fixes: From Health Scare to Financial Care Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and...

Clever Ways Small Business Owners Can Save for Their Children’s College Fund As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your...

Supplementing Retirement Income with Whole Life Retirement your way. That’s what whole life insurance can offer you — a versatile and flexible financial vehicle to help provide for your loved ones while possibly...

Whole Life Insurance Can Be an Asset For Balance Even if you didn’t grow up on a farm, you’ve heard, “Don’t put all your eggs in one basket.” While few people walk around with eggs in baskets today, the...

Planning Your Legacy Planning. We all know we should do it. Indeed, we all do it much of the time to some degree. We plan dinners. We plan parties. We plan vacations. Legacy or estate planning is our ultimate chance to plan the future...

5 Things Late Retirement Planners Can Do Right Now According to a recent Guardian study, more than 1 in 3 Americans are considering delaying retirement.1 If you’re “late to the game” in your retirement planning and...

7 Money Tips for Newlyweds

Nickelle Leist

Monday, March 2, 2020

7 Money Tips for Newlyweds By: Nickelle Leist & Elise Kensinger However strong love may be, the sway money has in a relationship should not be underestimated. Fortunately, there are a number of things that committed couples can do to...

Vacation Within Your Means and Without Regrets

Nickelle Leist

Monday, March 2, 2020

Vacation Within Your Means and Without Regrets By Nickelle Leist and Elise Kensinger The best vacation? One you can afford. Overspend and you may have fun, but the stress of breaking your budget always lingers in the background....

Financial Fixes: How to Get Out of the Minimum Payment Vortex

Nickelle Leist

Monday, March 2, 2020

Financial Fixes: How to Get Out of the Minimum Payment Vortex By: Nickelle Leist and Elise Kensinger Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?1 By making only minimum...

The 12 Steps to Living Confidently: How to Cut Your Expenses

Nickelle Leist

Monday, March 2, 2020

The 12 Steps to Living Confidently: How to Cut Your Expenses By: Nickelle Leist and Elise Kensinger “Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses...

7 Easy Ways to Improve Your Finances This Week By: Nickelle Leist and Elise Kensinger It’s fun to daydream about a better financial future. But, unfortunately, too often people stay stuck in their dreams and don’t take...

Track Your Spending Like Your Social Media

Nickelle Leist

Monday, March 2, 2020

Track Your Spending Like Your Social Media By: Nickelle Leist and Elise Kensinger More than 40 percent of Americans check Facebook daily but only 2.2% check on their personal finances each day1. Of course, Facebook, Instagram and...