facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Halloween: The History of One of the Most Mysterious Holidays  Thumbnail

Halloween: The History of One of the Most Mysterious Holidays

Halloween is full of fun, scares, and a little bit of mystery. But what few people may realize is that the holiday that is now represented by candy, costumes, and the occasional mischief, has evolved drastically over time with multiple cultures adding a little bit to create the holiday that is now widely celebrated across the country. Below is a little history on one of the most favorite holidays to shed some light on its mysterious past.

Read More
A New NBA Season and a Great Time to Review Your Financial Strategy Thumbnail

A New NBA Season and a Great Time to Review Your Financial Strategy

Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning, everything is going great, and the next, you are in a slump, wondering if you will ever get out of it.

Read More
The Trick-or-Treat Transition Thumbnail

The Trick-or-Treat Transition

For the first time in 12 years, my kids asked if they could trick-or-treat with their friends instead of with me. Let’s pause for a moment to allow this devastating question to sink in... Okay, so technically only Ella asked, but that led to Seren deserting me as well. It is time to come to terms with the fact that they don’t want to hang out with me anymore. I am no longer fun.

Read More
How to Protect Your Small Business from Cyber Threats  Thumbnail

How to Protect Your Small Business from Cyber Threats

Risk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face. Are you doing all you can to mitigate the risk of a cyberattack? The importance of cybersecurity

Read More
I’ve manifested winning the $1 billion Powerball, now what? Thumbnail

I’ve manifested winning the $1 billion Powerball, now what?

One of the most common mistakes is neglecting to create a financial plan. Many lottery winners assume the money will last indefinitely, but the reality is stark: approximately 70% of lottery winners go bankrupt within a few years (according to the National Endowment for Financial Education). To prevent this, seek assistance from financial professionals who can help craft a comprehensive financial plan aligned with your goals and circumstances.

Read More
5 Differences Between Planning for Long-Term Care and Crisis Planning Thumbnail

5 Differences Between Planning for Long-Term Care and Crisis Planning

If you're like many, you may associate long-term care with nursing homes and end-of-life care. But far more people will need long-term care in a crisis—an injury or illness that requires long-term care or rehab before you can live independently again. And while it's important to make long-term plans for long-term care, crisis planning can be just as crucial when it comes to preserving your assets. Here we discuss three key differences between planning for long-term care and planning for a crisis.

Read More
Football, Finances, and Fumbles: What to Do When Life Calls an Audible Thumbnail

Football, Finances, and Fumbles: What to Do When Life Calls an Audible

Are you a football fan? If so, you understand the significance of an audible call at the line of scrimmage and how sometimes you are also forced to call an audible in life. Modern football has evolved since the late 19th century when Walter Camp at Yale University first pushed the idea of a quarterback receiving the ball from someone at the line of scrimmage. Over the years, players and referees have had to adapt to changes in the rules and new technologies. Flexibility and being able to adapt quickly are crucial skills that can help you navigate many aspects of your life, including financially. When it comes to emergency preparedness and planning, we often think about small steps taken over a long period of time. For example:

Read More
Women Who Mean Business: 7 Secrets of Successful Businesswomen Thumbnail

Women Who Mean Business: 7 Secrets of Successful Businesswomen

Being successful in the business world has been especially challenging for women in recent decades as they continue to strive for equality in the workplace and advancement as well as comparable advancement opportunities. At the same time, however, there are many women in leadership positions who continue to see success. Below are some of their strategies for claiming a place at the table.

Read More
Would Your Relationship Survive Financial Infidelity? Thumbnail

Would Your Relationship Survive Financial Infidelity?

Financial infidelity is a term that describes the act of hiding financial information or activities from your partner. It can manifest in various forms, including secret bank accounts, undisclosed debts, hidden spending, or even lying about your income. While it might not seem as harmful as other forms of infidelity, like emotional or physical affairs, financial infidelity can erode trust and cause serious damage to a relationship.

Read More