Category: Financial Services


  • Summer Travel: Flying in the Pandemic 

    After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is more challenging than ever to socially distance on planes, making it important that you follow additional precautions. Mask Up: The number one thing that you […]

    July 10, 2020

  • Risk Tolerance Vs Risk Capacity: Knowing The Difference 

    The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States and around the world. It has been a major point of reflection for people all around the world. Many are reviewing how they have ran […]

    July 10, 2020

  • Financial Lessons This Crisis Can Teach You

    The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As states largely locked down, many workers saw their jobs evaporate without much warning. Some of these layoffs were temporary. Unfortunately, many people are still out […]

    July 7, 2020

  • Don’t Get Swept Up In The Recession

    Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market movements surely had a great amount of fear sweep over themselves regarding their retirement savings and their ability to trust the […]

    June 11, 2020

  • Recognize and Prevent Elder Financial Abuse 

    Yesterday was World Elder Abuse Awareness Day.   There can be many ways the elderly are abused by family or those close to them.  Let’s look at abuse from a financial aspect. Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation […]

    June 11, 2020

  • Estate Planning in a Pandemic 

    The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared for the end of life situations. As the crisis continues to rage on, it is more important than ever to make sure that your will […]

    May 30, 2020

  • CARES Act Creates Tax Relief 

    In March 2020, the unemployment rate was 4.4 percent; just one month later the number had skyrocketed to 14.7 percent-the highest figure since the Great Depression of the 1930s. Some 29 million Americans are now temporarily or permanently out of work. COVID-19, the pandemic coronavirus, in many ways, has crippled the U.S. economy. The good-or […]

    May 30, 2020

  • Stimulus Payments Won’t Cut Into Your Tax Refund 

    In March 2020, the Federal Government passed the CARES Act. This act, a result of the massive COVID-19 pandemic that has infected over one million Americans, was responsible for the establishment of a variety of federal aid designed to assist individuals throughout the country in getting through unemployment and the ongoing pandemic. The most well-known […]

    May 18, 2020

  • Is The Stock Market Making You Nervous Lately? 

    The history of the stock market is littered with examples of times when the market takes a dive downwards. However, there are a lot of reasons to believe that the latest market dive is one of the more extreme that most people have ever seen. Thus, it makes all the sense in the world that […]

    May 18, 2020

  • Beware of Coronavirus Scams 

    It appears the novel coronavirus is causing more than just damage to people’s health. This situation is causing some people to experience serious financial harm from scammers. They are taking advantage of individuals for their money. These are individuals who are well-intentioned and often uninformed. Scams There have been many different types of coronavirus scams […]

    May 2, 2020