Resources

• Articles

  • Risk Management

    • Why Purchase Life Insurance?
    • Why Are Annuities Considered an Insurance Product?
    • What Is Property and Casualty Insurance?
    • Do I Need a Business Owner Policy?
    • What Is Life Insurance for Business Owners?
    • What Is Disability Income Insurance for Business Owners?
    • What Is Term Life Insurance?
    • What Is Whole Life Insurance?
    • What Is Universal Life Insurance?
    • What Are the Main Types of Auto Insurance?
    • How Do I Make a Property Insurance Claim?
    • How Can I Maximize My Insurance Benefits?
    • How Can I Insure My Future?
    • How Can I Protect My Home?
    • Do I Need Disability Income Insurance?
    • What Types of Health Coverage Are Available?
    • How Can I Extend My Liability Coverage?
    • How Can I Determine the Financial Strength of My Insurance Company?
    • Am I Prepared for Long-Term Care Expenses?
    • What Does Medicare Cover?
    • What Are the Basic Types of Life Insurance?

• Newsletters

  • June

    • HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
    • REITs Offer Income and Diversification
    • What Is Asset-Based LTCI?
    • What Can You Learn from Your Tax Return?
    • Variable Annuities: Strategies to Help Counter Retirement Risks
    • Goodbye Passwords, Hello Passkeys

  • May

    • HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
    • Be Storm Smart: How to Prepare for Extreme Weather
    • The Evolution of Retirement Savings
    • Don’t Overlook the Value of Social Security Survivor Benefits
    • The Corporate World Is All-In on AI
    • Online Shopping in the Tariff Era

  • April

    • HOT TOPIC: The Iran War, the Economy, and Your Portfolio
    • Foreign Stocks Outperformed in 2025
    • Medicare or Medicaid?
    • New Auto Loan Interest Deduction Explained
    • Small Business: Coping with the End of De Minimis Imports
    • Is Your Dream Kitchen a Good Investment?

  • March

    • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
    • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
    • Key Retirement and Tax Numbers for 2026
    • Wealthy Colleges Face Expanded Endowment Tax
    • A Roadmap for Your Family
    • Could an HSA Strengthen Your Retirement Strategy?

  • February

    • HOT TOPIC: Geopolitics and the U.S. Financial Markets
    • Keeping Cool in Volatile Markets
    • Q&A on RMDs
    • Don’t Take the Bait: Top Tax Scams in 2025
    • Retroactive Social Security Benefits: A Chance to Turn Back Time
    • Location, Location, Location: The Premium Parents Pay for Top Schools

  • January

    • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
    • Key Tax Law Changes to Higher Education Coming Soon
    • Strategies for Smarter Giving
    • Surprise! It’s Retirement Time
    • Tips to Help Preserve Your Inheritance
    • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

  • December

    • HOT TOPIC: The Shutdown is Over: What Now?
    • Balancing Life in the Sandwich Generation
    • Beneficiary Designations: Who Gets the Money?
    • Closed-End Funds May Offer Higher Income
    • Life Insurance for Two
    • Unpacking the Real Limitations on Unlimited PTO

  • November

    • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
    • Are You Prepared for the High Cost of Dying?
    • What Happens to Your Time Horizon at Retirement?
    • Navigating Medicare Open Enrollment
    • Consider Roth for Tax-Free Income
    • Avoiding Probate with a TOD Deed and TOD Account

  • October

    • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
    • Life Insurance Might Help During Turbulent Economic Times
    • How Has SECURE 2.0 Affected 401(k) Plans?
    • Three Ways to Help Build Financial Resilience
    • Could Employee Ownership Be Part of Your Succession Plan?
    • Grocery Games: Strategies to Help Stretch Your Food Budget

  • September

    • HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
    • Consider Munis for Tax-Free Income
    • Navigating Financial Conversations with Aging Parents
    • Voluntourism: A Vacation That Makes a Difference
    • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
    • Why Renters Should Have Their Own Insurance

  • August

    • HOT TOPIC: What’s in the New Tax Legislation?
    • Have You Set a Retirement Savings Goal?
    • Buying a Condo? Focus on the Financials
    • Investing with Market Cap in Mind
    • How Savers and Spenders Can Meet in the Middle
    • Home Appliance Economics

  • July

    • HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
    • Will You Pay a Medicare Surcharge?
    • Fine-Tuning with Sector Funds
    • Peer-to-Peer Payments Are Popular, but Be Careful
    • Individual Bonds vs. Bond Funds: What’s the Difference?
    • Important Tax Breaks for Pass-Through Businesses

• Videos

  • Do You Know Who Your Beneficiaries Are?

• Our Associates

• Calculators

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

• Request A Quote

  • Auto Insurance
  • Motorcycle Insurance
  • Motor Home Insurance
  • Watercraft Insurance
  • Homeowners Insurance
  • Annuity
  • Long-Term Care Insurance
  • Group Health
  • Life Insurance
  • Individual Health
  • Disability Income Insurance
  • Information Request

• Flipbooks

• Tell A Friend