Medicare is an important piece of the American insurance landscape, not only for people age 65 and older, but for all Americans   Nearly 60 million Americans benefit from Medicare, and it is a vital part of the health insurance […]

Who is the right person to watch out for your interests after you’re gone? A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the right questions: Should my […]

We are proud to partner with local organizations supporting our community Our Comprehensive 12-Month Financial Plan auction item is being featured at the Paisley Collins Memorial Ball, March 30, 2019, benefiting the Paisley Collins Memorial Foundation. The Paisley Collins Memorial […]

Use this brief guide to organize your personal paperwork Everyone needs to keep certain personal financial files more or less permanently. But which files should you keep, and why do you need to keep them? How long should you keep […]

Last Week U.S. yield curve moves closer to inversion. Following a dovish Fed and weaker than expected manufacturing data, interest rates moved lower across both the U.S. and Germany. The U.S. yield curve further flattened last week, with the 10-year […]

The FTC provides a number of resources on cybersecurity topics   There are a number of online materials available to help you and your staff learn about cybersecurity and make it part of your business routine. Here are some ideas […]

With the end of the first quarter approaching, where are analysts most optimistic and pessimistic in terms of their ratings on stocks in the S&P 500?   How have analysts’ views changed over the past few months? Overall, there are […]

We are proud to partner with local organizations supporting our community   Our Comprehensive 12-Month Financial Plan auction item is being featured at Emerald Evening, March 30th, 2019 benefiting the endowment for teachers’ salaries and providing new and updated educational […]

More than 100 programs can help you erase some or all of your debt   Two-thirds of college graduates leave school with student loans averaging $29,000, and many struggle to pay that debt back. But while millions of borrowers could […]

Last Week U.K Parliament Votes to Delay March 29 Deadline  –After rejecting Prime Minister Theresa May’s Brexit deal on Tuesday, and voting against leaving the European Union without a deal, parliament finally voted to delay the March 29 Brexit deadline. […]