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Insights & Education

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Portrait of a confident mature businessman in an office
The top 5 reasons to start or change your business retirement plan

There is no one reason why business owners decide to start a retirement plan or…

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Portrait of African American seniors with their two grandchildren. The man is sitting in a wheelchair with his wife and 6 years old twin boy and girl standing beside him, grinning.
Let’s clarify some common misconceptions about the gift tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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5 WAYS TO SMARTER INVESTING

How we manage our investments is one of the most important financial decisions we make.…

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Fight Against Credit Card Skimming and Fraudulent Transactions

The risk of being compromised by a credit and debit card skimmer has significantly increased…

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2019 Financial Resolutions

Resolution-making is in full force for 2019. Resolution-keeping? Well, you’ll have to wait until the…

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Can’t qualify for a Roth IRA? There’s a back door.

When you choose to invest in a Roth IRA, you can contribute $5,500 in 2018…

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Dad and Kids Planning their Dream House
This land is your land! Flexible financing is key to owning your perfect lot

Qualified clients won’t have that problem. We don’t have set minimums before we talk to…

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Cartoon of entire family
11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

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Shot of a mature couple going over their finances at home
To Roth or not to Roth? That is the question…

Individual Retirement Account (IRA).  Escrow.  When evaluating whether a Roth IRA would be a better…

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FDIC
FDIC insurance inspires banking confidence

A majority of consumers believe banks do a good job protecting their money. They get…

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A three generation family leaning on a gate in the countryside in Northunmberland
I’ve decided I need a trust. Now what?

Knowing you have a reason for a trust is half the battle, but there’s still…

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Balancing stones
The portfolio balancing act

At 2017’s end, the S&P 500 index returned more than 19 percent. The NASDAQ fared…

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