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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, February 11, 2019

8 Tax Tips This Accountant Wishes Small Businesses Knew Getting ready for tax season as a small business can be a complete nightmare or a total breeze. The difference? How you prepare. Many small businesses will realize they are in...

 

Tuesday, February 5, 2019

Why I Lift Weights in My Spare time One of the things that I do in my spare time is lift weights. I have bench pressed well over 400lbs, but the greatest benefit I receive is more emotional and psychological. Strength training gives me...

 

Tuesday, January 8, 2019

“What is the best life insurance company on the market?” In short, the answer is that there is no such thing as the best life insurance company. Each company has its own rules when it comes to underwriting. Every company...

 

Tuesday, January 8, 2019

Senior Equity Strategist Linda Duessel offers insights on what is likely to power the equity market in the months ahead as well as potential impacts from trade conflicts, volatility and inflation.

 

Wednesday, December 5, 2018

The Truth About Energy Drinks As busy working parents, sometimes it’s necessary to be up early for work and getting your kids off to school while also needing to stay up late to finish chores and get ready for the next day. But...

 

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Wednesday, November 28, 2018

According to the Social Security Administration, more than one in four 20-year-olds will experience a disability for 90 days or more before they reach 67. The average long-term disability absence from work lasts 34.6 months. Here is...

 

Thursday, November 22, 2018

My Current List of Life Insurance Providers American General AIG Allianz National AXA Hartford Jackson John Hancock Lincoln National Mass Mutual Met Life Nationwide Pacific Life Protective Prudential SunLife Symetra Transamerica/Aegon...

 

Thursday, November 15, 2018

The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives. So understanding the various types of long-term care services—and...

 

Thursday, November 15, 2018

Retirees are faced with many questions: Where will their income come from? How much income will there be? How long will the income last? How long will they live? What will the markets do? How much can they safely withdraw each year?...

 

Thursday, November 15, 2018

We can’t stop inflation, but there are a number of things we can do to plan or prepare for it. Inflation is often regarded as the silent killer for retirement plans. Rising inflation means rising prices which results in reduced...

 

Thursday, November 15, 2018

Not everyone wants to retire early and for some individuals an early retirement may pose certain economic challenges. For these situations a hybrid retirement strategy may be a better solution. A hybrid retirement strategy involves...

 

Monday, November 12, 2018

Would You Like To Earn More Than 0% On Your Savings? Most savings accounts today are barely paying more than 0% interest. I am often asked whether there is a safe and liquid place to save money that offers more attractive returns. The...

 

Wednesday, November 7, 2018

What Is The #1 Financial Risk During Retirement And Why Is It A Risk Multiplier? There are a multitude of financial risks to be considered during retirement, but there’s one risk that is known as a risk multiplier. Before I tell...

 

Wednesday, November 7, 2018

I am often asked the following questions about Social Security by clients: When should I start collecting my Social Security retirement benefit? Can I collect Social Security on my spouse's record? How do I maximize Social Security...

 

Wednesday, November 7, 2018

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Tuesday, November 6, 2018

There are 7 essential steps to account for when planning for retirement. Step 1: Have a plan Step 2: Maximize Social Security benefits Step 3: Consider a hybrid retirement Step 4: Protect your savings from inflation Step 5: Secure...

 

Monday, October 29, 2018

 

Friday, October 26, 2018

Having a guaranteed income source in retirement may help provide peace of mind for many people. Running out of money in retirement or outliving your savings is a risk many people fear. In these situations, a fixed income annuity may...

 

Friday, October 26, 2018

Income Annuities Income annuities turn a portion of someone’s assets into a guaranteed stream of regular income payments, which can begin immediately (using a Single Premium Immediate Annuity) or at a future date (using a...