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Investing & Planning

Investing and Planning Articles

Do I Need Life Insurance? Thumbnail

Do I Need Life Insurance?

There are dozens of variables that may factor into your need for life insurance coverage. The details of your personal situation are different than just about everyone else who is asking the same question. Let's introduce the basic framework for reviewing your family finances to help decide if you need life insurance and how much may be necessary.

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Should the President’s Party Affiliation Matter to Investors? Thumbnail

Should the President’s Party Affiliation Matter to Investors?

We understand that in today’s media frenzied and social media driven news cycle someone constantly wants to stoke our emotions of fear about what might happen. It’s easy under these circumstances to subscribe to a theory of doom. We prefer a fact-based approach to investing and financial planning. The facts are clear that investor fears of a President of a political persuasion other than their own are, quite simply, unfounded.

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Your 2020 Social Security Benefit Guide Thumbnail

Your 2020 Social Security Benefit Guide

Currently, more than 61 million receive Social Security benefits, the vast majority of which are retired or at least old enough to be retired, even if they choose to continue working. The program affects virtually all Americans and you would think recipients would be knowledgeable about their benefits, but unfortunately that isn’t the case. According to recent Nationwide Insurance survey 63% of recipients are unsure of how Social Security works and 88% don’t understand how their benefits are calculated.

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