Has Rising Inflation Returned?

If you have had your eye or ear on any of the national or business media over the last several weeks, I can guarantee there is a word that you have heard them use almost to the point of overuse: inflation. If you listened closely, you probably also heard the overuse of the word ‘transitory’....

Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the law affects those who inherit individual retirement accounts (IRAs). So, whether you might be inheriting an IRA or are planning on leaving one to your heirs, you should understand how the SECURE Act has changed the rules for beneficiaries. The IRA strategies discussed below could help enable a sound financial plan for a rewarding retirement—for both you and your heirs.


10 Suggestions to Help Stay On Track

Year-End Financial Planning Checklist

Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a checklist of key topics to think about, including new tax and retirement considerations related to the COVID-19 pandemic.

3 Reasons to Give Life Insurance a Second Look

The COVID-19 pandemic has changed so much of our world, from day-to-day activities to long-range plans. But one thing hasn’t changed: the need for life insurance. If you have put off getting it—or more of it—here are three reasons to take a closer look now.

Protect Your Loved Ones from Common Holiday Scams

Protect Your Loved Ones from Common Holiday Scams

The holidays are about so much more than exchanging presents…it’s a time to reflect on precious gifts in our lives. Family and friends gather around tables or in front of the fireplace laughing, remembering and cherishing time together. This holiday season, while you eat, drink and make merry, make sure you protect what matters most: