Sector investing may present an opportunity — if you do your homework. #investing
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The Utility of Sector Investing
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
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Congratulations to our Business Operations Manager, Brandy Simon, for graduating this weekend. Brandy has completed her BS in Community Development from Central Michigan University. We are so proud of her accomplishment!
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The Cycle of Investing
Ben Franklin used compound interest to make big contributions to his two favorite cities.
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The Power of Compound Interest
Concerned about the social impact of your investments?
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Investing with Your Heart
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Buying a home may be your largest financial commitment. Which loan is best for your situation?
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Fixed or Variable Mortgage, Which Should You Pick?
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
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Mortgages in Retirement
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
