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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, March 25, 2021

INSURANCE NEEDS ASSESSMENT: FOR EMPTY NESTERS AND RETIREES With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your...

 

Thursday, March 18, 2021

INSURANCE NEEDS ASSESSMENT: MARRIED WITH CHILDREN A growing family, by definition, means growing financial obligations — both in the present and in the future. Raising children can increase your insurance needs and heightens the...

 

Thursday, March 11, 2021

INSURANCE NEEDS ASSESSMENT: WHEN YOU'RE NEWLY MARRIED Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if...

 

Thursday, March 4, 2021

INSURANCE NEEDS ASSESSMENT: WHEN YOU'RE YOUNG AND SINGLE The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even rented your first apartment...

 

Wednesday, February 24, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

 

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Wednesday, February 17, 2021

TAXREAD TIME: 3 MIN “DIRTY DOZEN” TAX SCAMS TO WATCH FOR Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The...

 

Wednesday, February 10, 2021

TAXREAD TIME: 3 MIN HOW TO APPEAL YOUR PROPERTY TAXES Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers...

 

Thursday, August 13, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...

 

Thursday, July 30, 2020

In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...