Cyber Protection and You: Are your computers hooked up to the Internet? Do you keep personal financial information on your computers? Douglas Marion, Advanced Wealth Strategies, explains the various types…
Douglas Marion, Advanced Wealth Strategies shares tips to help women better understand the financial landscape and take control of their futures. CONNECT TO WOMEN & RETIREMENT CHALLENGES.
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…
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…
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…
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…
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…
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…
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…
