Blog

    Rags to Riches to Broke: Why Professional Athletes Struggle with Money

    A headline we hear of all too often…It seems as though every year we hear about another professional athlete that files for bankruptcy. It is unfathomable to think a person who earns tens of millions of dollars a year can file for bankruptcy. What causes an athlete from making more money than most people do in a lifetime down the path of “going broke.”

    The 3 Best Ways to Save for your Child’s College Education Expenses

    With the cost of college education rising year-after-year, it is no surprise saving for a child’s college education is top-of-mind for most parents. While it is prudent to start putting money aside for college as early as possible, the question becomes, “Where is the best place to save for this?”

    Keeping your Beneficiaries Up-to-Date

    Life moves fast, and as the days go by in a blur, updating, or even designating, your beneficiaries can fall to the bottom of your proverbial “to-do” list. With events such as divorce, marriage, or even the birth of a child/grandchild, many things can occur in life that can prompt the need to update beneficiaries.

    Getting the Most out of your Property & Casualty Insurance

    When you sit back and think about the most common types of insurance to protect your financial life, the first few that may come to mind are likely health, life and disability insurance. Rightfully so, since if you are reading this blog, protecting our health, income and family are likely at the top of your priority list. But what about protecting our possessions and financial assets?

    What Does Financial Planning Really Mean?

    There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management.

    Chasing Returns - The Biggest Mistake Investors Make

    For anyone who has either played or watched a game of baseball, hitting that big home run is exciting. This can be compared to investing all your money into an investment that tracks the S&P 500 Index and having a year like 2013 when your portfolio was up over 32%.

    4 Things to Know: Your Old 401(k) when Changing Jobs

    In general, human beings dislike change. Change makes us rethink things, and possibly step out of our comfort zone. But changes also can lead to new opportunities…One of those oftentimes overlooked opportunities is associated with a change in employment and deciding what to do with your retirement savings in old employer-sponsored retirement plans

    Financial Wellness Programs: Lessening Financial Stress

    Corporate financial wellness programs are designed to help your employees take control of their finances, so they can focus on what matters — at work and in their lives.

    The 3 Things Federal Employees Need to Know about their VCP

    While there has been a lot of political proposals and promises in the news during this 2016 election year, there is one potential budget change proposed by President Barack Obama for 2017 that may have a big impact to some federal government employees. It has to do with the little-known (and very beneficial) retirement program called the Voluntary Contribution Plan (VCP) which is available to Civil Service Retirement System (CSRS) employees.

    Protect Yourself from Identity Theft During the Holidays

    With the holidays rapidly approaching, we are consistently hearing a lot of our clients talk about the cyber security. Staying safe online in this digital world deserves our attention more than ever, especially during the holiday season.