Videos and Blogs 

It's devastating to have your spouse pass away unexpectedly. There's already enough for the survivor to have to worry about. Term life insurance is a cheap and effective way to make sure MONEY doesn't have to be a burden. The issue is, life insurance is often sold and rarely bought. We all think it won't happen to us, we don't need it, or maybe it's on the "to-do list" that never gets checked off. People also think life insurance is too expensive but with a little education, it might just get pushed higher up the priority list!

What's the difference between Term and Whole life insurance? What makes the most sense for me and my family?

On December 28th, 2022 SECURE 2.0 was passed. There are about 100 retirement legislative changes that are effective immediately while others are requirements starting in 2024. In this video, we highlight some of the most important changes that may impact you. Please watch our video to learn more.

2022 was rough. Inflation is rolling over, but is the drop in inflation going to lead to a recession in 2023? No one really knows, but read our update to learn more about how we expect 2023 to shape up

You shouldn't be reviewing tax loss strategies in just December. I am seeing a lot of people talking about tax loss harvesting in December. It should be something you review year-round!