A LIVING TRUST PRIMER A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a living trust? A living trust is created...
Read More9 FACTS ABOUT SOCIAL SECURITY Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in...
Read MoreThe average American household with debt owes $132,158. And credit card debt accounts for $15,675 of that.¹ Little wonder that money worries are a major cause of stress. The Link Between Stress and Health Humans have an innate...
Read MoreConcerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control...
Read MoreEach month you settle down to pay bills. You pay your mortgage lender. You pay the electric company. You pay the trash collector. But do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of...
Read MoreTraveling. Some of us travel a lot, and some of us travel a little. For some of us, traveling is a job. Nearly 63 million people are employed, worldwide, in air travel and related industries.¹ There’s bound to be travel...
Read MoreDriving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as he or she receives his or her driver’s license....
Read MoreCarve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they share about you.¹Shannon L. Alder The desire to leave a legacy may be the height of altruism, for it is a gift to the...
Read MoreA CHEAT SHEET FOR SENDING YOUR KID TO COLLEGE College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with...
Read MoreThe New Red Scare: Chinese Ownership of U.S. Debt Would it surprise you to hear that China owns only about 7% of the total outstanding debt of the U.S. Government?¹ This still amounts to about $1.26 trillion, but China’s...
Read MoreOne study found that 43% of cyber attacks target small business, and 60% of small companies go out of business within six months of a cyber attack.¹ Business owners are also required to protect their customers’ personal...
Read More