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Why Annuities Are So Controversial
Last Updated: June 11, 2025 Have you been searching for financial options to help ensure a steady income stream in retirement? Have you come across the word “annuity” as one way to do this but, after researching further, realized that not everyone is on board the annuity train? We believe…
7 Mistakes Small Business Owners Make
Last Updated: May 22, 2025 As a small business owner, you have a lot on your plate. From running your business to ensuring that your customers receive the best products or services, it’s easy to let important things fall by the wayside. Not to mention, many small business owners might…
What Makes a Good Investor
Last Updated: May 22, 2025 With the power of compounding and potential for returns, investing can be a great way to grow your wealth over time. It is a part of your overall financial wellness plan—a way to help ensure your needs are met and goals are achieved. However, with…
Seven Steps You Can Take to Improve Your Financial Literacy
Last Updated: May 22, 2025 Financial literacy is an important life skill that can assist with making sound decisions when managing money. It is critical to learning how to save, borrow, invest, and protect money, while developing financial habits that support your lifestyle and goals; however, not everyone has this…
Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know
Last Updated: April 17, 2025 What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more…
How to Teach Kids About Money
We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when your weekly allowance was handed over—if you got one. But beyond that, how thorough was your financial education when you…
10 Reasons You Need a Will
Last Updated: April 17, 2025 In the event that you die or become incapacitated, have you adequately entrusted your assets to those you love? Wills are not just for the wealthy. According to caring.com, only 24% of 18-55+ year-olds have estate planning documents. The Covid-19 pandemic also prompted younger people…
Reverse Mortgages: What They Are and If They’re Right for You
Last Updated: April 17, 2025 Millions of Americans are entering retirement encumbered with mortgages, while the state of American retirement savings is declining. According to epi.org, almost half of American families have no retirement savings account. Period. A reverse mortgage can be a way to further fund your retirement if…
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