Are you ready for school—again?
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Estimating the Cost of College
Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction
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Home Mortgage Deduction
“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
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Stay Safe with a B.O.P. At Your Back
Here are the 10 most common claims against small businesses. Are you covered?
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10 Most Common and Costly Small Business Claims
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
When was the last time you paid yourself first?
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Pay Yourself First
Your #insurance needs don’t stay the same when the nest empties, but what changes?
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Insurance Needs Assessment: For Empty Nesters and Retirees
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Are you ready for school—again?
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Estimating the Cost of College
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Tenacity -- the will to succeed. #inspiration #motivation
Your home mortgage interest may be deductible. Do you itemize your deductions? #MortgageDeduction
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Home Mortgage Deduction
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
College, kids and costs.
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Getting a Head Start on College Savings
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
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Trends in Charitable Giving
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
When traveling, consider shopping online and having certain items shipped to your destination rather than bringing them in your luggage. This can minimize the chances of important or delicate items getting lost or damaged by airline baggage handlers.
Take the time to think about these three things when shopping for your next vehicle.
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Consider These 3 Things Before Driving Off the Lot
Did You Know? If you aren’t certain if your medicine is covered by your health insurance, you can ask for a “formulary,” which is a list of covered prescription medicine.
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Insurance vs. Retirement - Which Comes First?
