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Student Debt - 4 Tips to Get Your Finances to a Passing Grade

So you’ve got your degree, now what?

Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

Term vs. Permanent Life Insurance: What You Need to Know

All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down to just two types: Term and Permanent.

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.  But, for anyone to tell you which is best for you without knowing anything about you is tantamount to someone tel

Video: Finance 101: A Lesson in Helping your Student Pay for College

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 

Financial Resolutions: 6 Tips to keep you Accountable

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Why You Need a Personal Liability Umbrella Policy

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is in the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.

How to Purchase the Right Amount of Life Insurance

Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of coverage to provide essential protection needs, many people tend to adhere to simplistic rules-of-thumb, such as a “multiple of income,” which may leave them wondering if they own too much or too little coverage.

Keeping Up With the Identity Thieves

Identity thieves are upping their game. In their relentless pursuit of your personal identifying information (PII) they are constantly evolving in their technology and their techniques to stay one step ahead of you. In past blog posts we have hammered on the steps you need to take to fortify your defenses against identity theft.

Is an Investment Advisor Really Worth the Investment Advisory Fee?

A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of today’s markets.

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