Our Blog

  • It Could Be Called “Love” Insurance 

    Life insurance can be called “love “insurance because we use it to protect the ones we hold dear. It’s the true definition of love for your family that can be the key to ensuring their future financial security.  What is life insurance? When trying to piece together on the importance of life insurance, you will […]

    September 17, 2020

  • A Stimulus Check & Your Social Security Benefits Tax 

    This year has been quite an adventure for people who need to file and pay taxes. COVID-19’s impact on the economy led to the delaying of the income tax filing date as well as the passing of the CARES Act, or what’s otherwise known as the COVID-19 Stimulus. If you met the eligibility requirements set […]

    September 17, 2020

  • open windows

    Keep Cool — While Keeping Your Energy Costs Down

    Two-thirds of households in America have air conditioners, according to the U.S. Department of Energy — and they spend a total $11 billion each year running them. Our guess is that most of those households (which may include yours!) wouldn’t mind spending a little less to keep their homes cool. Because as great as it […]

    September 4, 2020

  • 2020 vs 2019 Tax Brackets 

    With a third of the 2020 tax year behind us, the Internal Revenue Service (IRS) has finally released the 2020 tax brackets. While it might seem a little late in the year, you still have plenty of time to make adjustments to your tax planning strategy. Before getting to the actual changes within the tax […]

    September 2, 2020

  • How Is Your Retirement Confidence? 

    Retirement could be a stressful phase in your life if you did not do any prior planning before you became a retiree. This is because you need to put food on your table and pay bills like medical expenses, electricity, and water bills. However, with a proper retirement plan, you can be confident that you […]

    September 2, 2020

  • 2020 May Be A Good Time For A ROTH

    Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting almost every individual in its path. With that said, certain events have made 2020 the year to strongly consider converting any eligible investment accounts into […]

    August 20, 2020

  • Summer Home Security Tips

    Your home is your pride and joy and you should always feel safe and secure when you are in it.Summer is upon us and the warmer temperatures mean we are spending a lot more time outside, enjoying our grounds. Employ these simple tips to make safety a priority on your property. They will make it […]

    August 20, 2020

  • pool with palm trees in the distnace

    Swimming and Summer are a Perfect Combination — but Make Sure to Include Safety

    When the sun is out and the weather gets warm, people flock to the water — whether it’s the beach, lakes, rivers or a backyard pool. But wherever there’s water, there’s also danger lurking beneath the surface, even if you don’t live in an area with alligators or other threats. That danger? Drowning. According to […]

    August 8, 2020

  • Estate Planning & Unpaid Debts 

    When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills that can end up delinquent as a result of illness. There are more ways that […]

    August 8, 2020

  • Ask THIS Before You Claim Social Security 

    Should I claim my Social Security benefits now? It’s a common question, and it’s one that you’re very prudent in asking. Timing is the biggest facet in maximizing your benefits. Yet, you’ll get an array of answers on the best timing. Let’s break down three questions that will give you the most definitive answer to […]

    August 8, 2020