Category: Financial Services


  • 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

  • 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

  • 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

  • Laid Off Before You’re Ready To Retire?

    If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, then you should look through these tips to see what you can do to overcome this problem. Check Your Savings Check your savings account to see how much money you have.  It’s a necessary exercise to be […]

    July 22, 2020

  • UPDATE: RMD Requirements 

    If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck. According to the IRS, you can still roll over those funds and put them back into your account. That is according to the current Coronavirus, Aid, Relief and […]

    July 22, 2020