Tax Time is a Great Time to Review

Every year, about 140 million households file their federal tax returns.  For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software […]

March 1st, 2018|News & Events|

Explaining Term & Permanent Life Insurance to Your Clients and Prospects

According to industry experts, most people don’t have enough life insurance; and, more than half of consumers said their household would be in immediate or near immediate financial trouble if the primary wage earner died today.

When considering […]

February 13th, 2018|News & Events|

Tips for Setting & Accomplishing Goals in 2018

Set goals you actually want to accomplish. Don’t allow outside voices to dictate what your goals should be. While you may be more likely to achieve your goals if you feel accountable to others, you still need […]

December 29th, 2017|News & Events|

The Other Sure Thing … It’s Never Too Early to Plan

The Other Sure Thing

We’ve all heard the saying the only sure things in life is death and taxes.  And no matter how painful it is, over 148 million of us manage to get our tax returns into […]

November 29th, 2017|News & Events|

How to Build a Solid Relationship with Prospects & Clients

Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a friend of mine gave an advisor my contact information.  At that time, we did not have social […]

October 10th, 2017|News & Events|