A Blog is a terrible thing to waste! Therefore we will try to post relevant information from our many Reps for our many people. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in, we’re glad to have you reading along and appreciate any thought or comments that you would like to share with us.
A designation that is being recognized in the financial industry is one that I hold, the CKA. Here is an interesting news article that explains the designation and gives some more information. Therefore in the financial industry I hold...Read More
Attached is a White Paper that we wrote about the New Tax Law and how it effects on itemization. There is a great strategy laid out that we have discussed with many clients that might be useful to you. Please contact us to schedule a...Read More
HSA's otherwise known as Health Savings Accounts are a wonderful way to help save for current and future healthcare expenses. HSA's enjoy a Triple Tax Advantage A. Contributions are tax deductible B Earnings (within the account)...Read More
Check out this article about Law Change Credit FreezeRead More
I have read a few articles and thought I would share a few ideas. I like it when someone takes complicated ideas and put them in a few simple steps. Here are 5 things to look for in an Advisor: 1. The Advisor talks openly and honestly...Read More
Hybrid Product VS Traditional Long Term Care Insurance We are strong believers in Long Term Care Insurance since Paul’s father was in Long Term Care for about 10 years. In addition, we have worked with many clients that have been...Read More
What interest will I get if I buy an I bond now? The composite rate for I bonds issued from November 1, 2015, through April 30, 2016, is 1.64%. This rate applies for the first six months you own the bond. How do I bonds earn interest?...Read More