How to Create a Financial Plan
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to...
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What Are Your Planned Giving Options?
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If...
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Top 5 Things 20-Somethings Need to Do
If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial...
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Required Minimum Distributions (RMD) for Charitable Giving
Give your RMD to charity and lower your taxable income.
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Social Security History and Benefits
Created as a result of the Great Depression, The Social Security Act was signed into law by President Roosevelt in 1935...
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Market Commentary 9 September 2019
Ridin' the storm out
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What is Zombie Debt?
Zombie debt is old debt that is typically written off as bad debt by the original creditor and then later sold to...
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Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other...
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Why Should I Think About Retirement Planning?
If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is...
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Is a Reverse Mortgage Right for You?
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally...
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Investing 101
If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself...
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Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring...
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