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Your one-stop resource for everything related to your financial well-being. 


Back to Basics with Life Insurance

Life insurance should be a part of everyone's financial plan. Whether you are young and healthy or more seasoned with a family, life insurance offers peace of mind and protection for your loved ones. While it may not be comfortable to think about our inevitable death, as the old saying goes, the only thing certain about life is death and taxes!

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Find a Wealth Advisor Your Whole Family Trusts

While not a subject we like to talk about, we all will die at some point, and we must plan accordingly. With regard to our finances, that planning means finding a wealth advisor who works for your entire family, so that when one spouse dies, the widow/widower and remaining family members know where they stand and are still on track to reach the family's financial goals.

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When Should You Review Your Life Insurance Coverage?

Are you one of the 62% of Americans that has life insurance coverage? If you answered 'yes,' congratulations and job well done! You have taken a proactive step in securing the future of your loved ones in the event of your untimely death. There are many misconceptions about life insurance, with cost being one of the biggest. However, another common misconception about life insurance that many people have is that it is a "get it and forget it" purchase.

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8 Things that are More Expensive Than a Life Insurance Policy

You probably spend a lot of time worrying about your family; am I right? You worry about their safety—at home and in their vehicles. You worry about your children's nutritional intake, health, future or present college expenses, and a myriad of other things. But, if you're not spending even a fragment of that time worrying about how your family would be impacted by your untimely death—no matter how uncomfortable it is—you are doing them a disservice.

Most people don't like to think about their death; it's unpleasant, but sweeping it under the rug will only hurt your left-behind loved ones if the worst happens. Unfortunately, this is the reality of many Americans today.

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5 Ways to Get Real About Money in Your 30s

Photo by Kudla | Shutterstock

In less than a month, I’m turning the big 3-0. I have always believed that age really is just a number, so naturally, I don’t have any particular anxiety or fear about hitting this birthday milestone. (Okay, let me rephrase that—I’m really trying not to have any angst about it.) What I do have though, is a better picture of what I want my financial future to look like. 

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Protect Your Bling This Valentine's Day

Do you feel it? Love is in the air! Happy Valentine's Day, friends! It's no secret that jewelry sales increase during the season of love, and if you were one of the lucky recipients (or givers) of a new piece of bling, there are a few things you can—and should—do to ensure that your new jewelry keeps its sparkle and shine. Whether an engagement ring (congratulations!), an anniversary present, or an inherited family heirloom, it's important that you make a concerted effort to protect and insure those precious stones. 

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Protect Your Asset Accumulation with Life Insurance

Many Americans work the majority of their life toward securing a high value of asset accumulation. They often set specific goals for specific pools of money to fund different initiatives, with the intention to use it for their future, their children's future, or to leave behind a legacy.  

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Job Interview Tips: 6 Ways to Stand Out From the Crowd

Whether you’re interviewing for your first job or your fifth job, interviews can still be nerve-racking. There’s something about being put under the proverbial spotlight for all-attention-on-you-focus that really gets peoples' nerves jumping; I couldn't possibly guess why.

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Protect Your Event with Special Event Insurance

Accidents happen, and so do unforeseen events. Hurricane on your outdoor wedding day? Caterer went out of business? No-show photographers? 

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Survival Tips For Combining Finances After Marriage

​​​For many people, the day they get married is one of the happiest days of their lives. The dress, the reception, being surrounded by family and friends, and vowing to spend the rest of your life with someone you love—it's a happy day, indeed! However, once the wedding bells stop ringing and the honeymoon ends, sometimes one of the first hiccups in a new marriage can be combining finances. 

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