News

5
Jul

It’s Time for Your Mid-Year Tax Review!

Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring.

28
Jun

National Insurance Awareness Day: Are You Covered?

June 28th is National Insurance Awareness Day. This prompts the question; are adequately covered? As we approach this holiday, it is a great time to assess your life insurance coverage and evaluate your risk. It’s never too late to strengthen your current coverage.

21
Jun

Home Ownership in America

Did you know that June is Home Ownership Month? Now is a great time to celebrate the benefits that homeownership can bring to families, neighborhoods, and communities across America. But this year, with our current housing market landscape, Home Ownership Month looks a little different. Here’s why:

14
Jun

Two Great Ways to Celebrate the Men in Your Life

Men’s Health Month and Father’s Day are all celebrated in June, allowing you an opportunity to celebrate the men in your life—or yourself! Here are the reasons why you should pay attention to these special events:

7
Jun

Equal Pay Day

Created by the National Committee on Pay Equity (NCPE) in 1996, Equal Pay Day highlights the gap between men’s and women’s wages. This gap often requires women to work longer than men for the same amount of pay. As a result, women may struggle financially or find themselves reliant on others to meet their financial goals.

7
Jun

Summertime = Outdoor Fun Time

Oh, sweet, summertime. Summer is here, and we are ready to get outside! As every state is typically warm, it’s time to enjoy this summer as we officially rise from our winter dazes.  Now that getting fresh air is top of mind, here are activities for kids, pre-teens, and teens for the whole family to enjoy!

31
May

Mid-Year Financial Check-In

Reviewing your financial goals, retirement planning, and life insurance policies once a year is essential, but many do not realize the benefits of reviewing mid-year. Summertime is the time when people know they’re halfway through the year and think about what they want to accomplish before fall. Summertime is a great time to perform a financial check-in, update your retirement

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24
May

What to Consider When Purchasing Life Insurance

Life insurance is a significant addition to your portfolio that help can protect your loved ones. And your beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance can reduce the financial burden they may face. Let’s take a closer look at how life insurance works and what to consider

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17
May

Retirement During COVID-19: What Has Changed?

While retirement is an exciting time, it can also be nerve-racking for many people. For some, living on a fixed income, coping with declining health, and dealing with the worry that they’ll outlive their savings is a concern. Unfortunately, retirement during COVID-19 has heightened risks.

10
May

Tax Deadline Extended to May 17th

Typically, you have until April 15th to file your taxes. This year, however, is different. In response to the pandemic, the IRS had the tax deadline extended to May 17th, 2021.