Our Blog

  • 2021: Social Security To Spend More Than It Collects

    The time is finally here. It’s when the chickens come home to roost. In most of the financial blogs of late concerning Social Security, it’s been nothing but doom and gloom. Everyone is scared the trust fund will run out of money, and suddenly, Social Security will go away. We’ve been reading about this for […]

    September 30, 2020

  • Medicare “Must Knows”

    Except in some rare cases, we all need to have a plan for our retirement years. Each person has individual financial goals along with their personal savings situation. Hopefully, you have a personal financial advisor to help manage the savings you have accumulated. However, your healthcare is a “wildcard” during your retirement years, and you […]

    September 30, 2020

  • autumn leaves

    10 Things to do to Prepare Your Home for Fall

    Fall is a wonderful time — if your home is ready for it. So enjoy the last few weeks of warmer weather, but do a little preventative maintenance while you’re at it. You’ll fix small problems before they become big, and big ones before they become catastrophes. Here are 10 tips to help: Look up. […]

    September 22, 2020

  • 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