Insurance

Because your family’s financial confidence is the most important service we offer, we are firm believers in insurance as an extremely valuable asset with an important place in most people’s portfolios. We work with our clients towards protecting not only the totality of their assets but more importantly, their family’s ability to complete their plans, should unfortunate events intervene in their lives and in their planning process.

Current State of Interest Rates

By Kevin Chambers

Since 2008, interest rates around the world have been kept incredibly low by governments and central banks. In the US, interest rates have been inching up the last couple of years. Globally, interest rates in the developed world are still very low, and in some countries have remained negative.

Surprised By Taxes? Try These Tips

Yes, I know, you just filed your taxes and the last thing you want to think about is taxes. I get it. But, what if there were some simple ways of reducing your tax liability and decreasing your chances of owing next April? Interested? Take 90 seconds to skim the following tips:

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

Pension Plan Limits for 2019

By Mark Johnson, AIFA​

 

Paying for College Seminar

"A WHOLE NEW WAY TO LOOK AT PAYING FOR COLLEGE"

Learn how to obtain a college education without incurring 100,000+ in student loans.

Do you have a freshman, sophomore, or junior in high school?

If you are concerned about paying for college and still being able to retire, you must attend this free seminar.

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