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The Financial Advantage

Insurance Basics: Liability Insurance

November 12, 2022

Personal liability insurance is about providing additional financial protection for you and your family. The personal liability coverage within your homeowners policy provides coverage to pay for claims of bodily…

Retirement Strategy: Money & Longevity

November 9, 2022

When considering your retirement strategy, how much thought do you give to how long you might live? It can be an uncomfortable reality to consider, but this shouldn’t dissuade you…

Stretch IRA Changes

March 31, 2022

Inheritance Planning for Retirement Accounts Due to recent tax law changes, primarily from the SECURE Act of 2019, a recent popular topic of conversation was the amended rules on inheriting…

Retirement Planning

March 24, 2022

Why Didn’t My Advisor Warn Me About That? One of the common themes we find in financial planning can be somewhat of an oxymoron. Most people follow the traditional paradigm…

Income Investing in a Low-Rate Environment

March 3, 2022

Something on our plate a lot this past year is finding yield on conservative investments. Over the last decade, many have become accustomed to generating 1.5 – 3% on generally…

Life Insurance You Don’t Have to Die to Use!

February 24, 2022

This isn’t your grandpa’s life insurance anymore! In our experience, many people have not been properly educated on the advantages that life insurance policies may carry. With advancements in the…

5 Tips to Find Sound Financial Advice

February 17, 2022

Do you have financial accounts all over the place? Did you move jobs or even states, and leave behind employer retirement plants? These days, many consumers do. And most people…

Gain Financial Confidence — 5 Steps to Create a Monthly Budget

July 18, 2021

It’s never too late to create a monthly budget. When you set aside the time to track where your money is going, you establish a clearer picture of where you…

MONEYWISE: 3 Ways Women Can Change Their Family’s Financial Safety Today

May 23, 2021

After surviving the last 14 months of COVID-19, women know a thing or two about overcoming challenges. COVID-19 brought much clarity to us all about the importance of planning for…

Branding Solutions: Forecasting Your Business Revenue

June 4, 2019

Can you predict the weather of your business? Most of us have busy seasons and dry seasons. We wonder how we can gain better control of our cash flow. The…