News

20
Sep

401(k): 3 Things You Need to Know

If you plan to retire someday, a 401(k) could help you save retirement money to help you enjoy your retirement years financially secure.

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13
Sep

Remembering 9/11: The Event That Forever Changed Our Country

On September 11, 2001, almost 3,000 people died from terrorists carrying out suicide attacks against targets in the United States. These attacks were the deadliest on American soil since the Pearl Harbor attack in 1941. This terrifying, humbling, and startling event triggered major U.S. initiatives to combat terrorism.

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6
Sep

Labor Day: Celebrate the Social and Economic Achievements of Americans

In 2021, Labor Day will happen on Monday, September 6th, and celebrates the contributions and achievements of American workers. Traditionally observed on the first Monday in September, the labor movement created the holiday in the late 19th century and became a federal holiday in 1894. For many Americans, Labor Day also symbolizes the end of summer and is celebrated across the country in various ways.

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2
Aug

Is the U.S. Economy Recovering?

Since the beginning of 2021, signs of the U.S. economy recovering have started to appear. Americans are actively spending in specific sectors and some industries are faring well—while others are lagging. This contradiction illustrates a mismatched economic recovery:

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26
Jul

Financial Wellness- What is it?

Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

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19
Jul

Charitable Giving Through Life Insurance

Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.

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12
Jul

Three Types of Wealth You Can’t Measure in Dollars and Cents

For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure.

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5
Jul

It’s Time for Your Mid-Year Tax Review!

Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring.

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28
Jun

National Insurance Awareness Day: Are You Covered?

June 28th is National Insurance Awareness Day. This prompts the question; are adequately covered? As we approach this holiday, it is a great time to assess your life insurance coverage and evaluate your risk. It’s never too late to strengthen your current coverage.

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21
Jun

Home Ownership in America

Did you know that June is Home Ownership Month? Now is a great time to celebrate the benefits that homeownership can bring to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month looks a little different. Here’s why:

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