Blog & Articles

Avoid These Life Insurance Missteps

June 7, 2018

Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the time to…

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The Pros & Cons of Roth IRA Conversions

May 30, 2018

What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Why go Roth? There is an assumption…

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Student Loans and Retirement: Tips to Tackle Both Goals

May 22, 2018

Are you one of the millions of Americans struggling with student loan debt? According to statistics from the Federal Reserve, Americans owe more than $1.4 trillion in student loan debt. That’s nearly double the aggregate credit card balance. More than 40 percent of Americans have…

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TSP Withdrawal Options Are Changing

May 16, 2018

New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their invested…

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3 Questions to Jump-Start Your Business Succession Plan

May 10, 2018

Are you a small-business owner? Do you lack a succession plan? You’re not alone. According to a recent small-business survey from Nationwide, half of respondents…

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The Major 2018 Federal Tax Changes

May 1, 2018

The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. Income tax brackets have changed. The old 10%, 15%, 25%, 28%, 33%,…

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Which Type of Medicare Plan Should You Choose?

April 24, 2018

Retiring soon? If so, you have some big milestones in your future, such as filing for Social Security and leaving work for the last time. Perhaps one of the most important milestones is applying for Medicare coverage. You’ve likely paid into Medicare your entire career.…

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Why Life Insurance Matters for New Homeowners

April 18, 2018

If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must be acknowledged – and it should be addressed. What if you die, and your spouse or partner is left to…

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