April 2019
Smart Consumer Series: How to Choose a Student Loan Repayment Plan
Financial & Estate Planning
It can mean the difference between an affordable plan and a debt that balloons out of control If you’re graduating from college this spring, congratulations! Now brace yourself. Nearly two out of three grads are leaving school with student loans. Now is […]
Weekly Market Update – April 29, 2019
401(K) & IRA Management • Investment Management
Last Week U.S. to Remove Waivers on Iran Oil Imports -Last year, the U.S. reinstated sanctions on Iran but allowed waivers for some nations. These waivers are now scheduled to end. U. S Economy Grew 3.2% in the First […]
19 Ways to Prepare for a Financial Emergency
Financial & Estate Planning
40% of Americans do not have enough savings to cover a $400 emergency expense According to the results of a Federal Reserve study released last year, the 35-day partial government shutdown that kicked off 2019 created a moment of […]
National Place Volunteer Month Challenge
In the News
We a proud to partner with local businesses to support our community We would like to thank all those who participated in the National Place Volunteer Month Challenge. We were able to collect over 200 items for the Kitchen […]
Smart Consumer Series: Identity Theft Services
Financial & Estate Planning
The protections identity theft services offer may be more limited than you think There are a variety of ads on TV warning about the dangers of the “dark web” and urging you to sign up for identity theft services. […]
Weekly Market Update – April 22, 2019
401(K) & IRA Management • Investment Management
Last Week European Manufacturing Data Moves in the Right Direction – Flash Purchasing Managers’ Index (PMI) readings for the U.S., Germany and Europe were released last Thursday. The U.S. was in-line with the March reading at 52.4 on the […]
2019 Easter Facts & Stats – Church, Candy & Cash
In the News
Easter is much more than an occasion to break out your Sunday best or hop into a bunny costume. It is a day of great religious significance for the roughly 70% of Americans who classify themselves as Christians. Easter […]
Think Twice Before Trading Based on Social Media
401(K) & IRA Management • Investment Management
Investors use a variety of sources to gather information to make investment decisions These sources can include analyst estimates, news stories, various measures of market volatility, and other tools. Recently, some investors have started using a new source of […]
Estate Planning Strategies Can Cause Major Insurance Coverage Gaps
Financial & Estate Planning
Property and casualty (P&C) insurance is often overlooked during the estate planning process A lack of attention to related insurance policies during the process may lead to significant coverage gaps that could derail the purpose of the estate plan […]