Broker Check

Blog

Saturday, September 1, 2018

As we approach the last quarter of the year, tax-smart investors typically review their portfolios to determine which investments to hold and which ones to sell. When you conduct this exercise, you should understand a few basics about...

Saturday, September 1, 2018

When it comes to health insurance, the more you know, the better. Here are a few terms you may not fully understand. Allowed Amount The maximum amount on which payment is based for covered services. You may be charged the difference if...

Saturday, September 1, 2018

If you regularly spend more money than you make, you have company. According to the Federal Reserve Bank of New York’s Center for Microeconomic Data, Americans’ total household debt rose $193 billion to a record $13.15...

Saturday, September 1, 2018

As a business owner, you’ve worked hard to get to this point in your life. But can you be sure that your business can continue to provide for you financially for the long term? If you haven’t already done so, consider...

Saturday, September 1, 2018

Article ImageThe following 2017 Insurance Barometer Study is from LIMRA, the financial services industry organization that measures such attitudes and trends, and the nonprofit Life Happens. Four in 10 Americans wish their spouse had...

Show All

Saturday, September 1, 2018

September is Life Insurance Awareness Month, a time like any other when we can come up with several excuses to either not own life insurance or not own enough. Here’s to setting the record straight: Excuse: I have plenty of time...

Saturday, September 1, 2018

Article ImageOctober is National Cyber Security Awareness Month, a good time to make sure to protect your loved ones, your business and yourself from a host of increasing cyber threats. Here is a sampling of advice from the U.S....

Saturday, September 1, 2018

The Free Application for Federal Student Aid (FAFSA),is the form that parents of college students must complete each year to see if their student qualifies for federal grants, loans, and work-study funds. Most colleges, states and...

Saturday, September 1, 2018

Article ImageIf you’re nearing your retirement date, it’s a good idea to learn the rules about taking required minimum distributions (RMDs) from individual retirement accounts (IRAs) and 401(k) plans. Your first RMD...

Saturday, September 1, 2018

As Baby Boomers near retirement, they may feel uneasy about the lack of guarantees offered by the investments in their employer-sponsored 401(k) plan. Increasingly, some plan sponsors are addressing this concern by offering plan...