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Thursday, September 18, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

Tuesday, September 2, 2025

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

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Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Wednesday, February 19, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

Friday, November 1, 2024

Getting a replacement is as easy as 1-2-3. To replace a lost or damaged Medicare card, you can go online by logging in to your My Social Security Account and request a replacement. You can also call by phone the SSA at 1-800-772-1213.

Friday, October 18, 2024

The Medicare Star Rating system evaluates the quality and performance of Medicare Advantage (Part C) and Medicare Prescription Drug Plans (Part D). These star ratings are published annually by the Centers for Medicare and Medicaid...

Saturday, October 12, 2024

Prosperity Capital Advisors 4Q24 Capital Market Intel ReportMost every quarter Dave Alison provides a 4Q24 capital market intel report. He's President of Prosperity Capital Advisors, the Registered Investment Advisor firm Tim Haas CFP®...

Monday, October 7, 2024

2025 Medicare changes may lower out-of-pocket costs. Beneficiaries should review plans during open enrollment and consult agents for options as some plans may terminate.

Monday, February 12, 2024

Buy-Sell Agreement Script Your business partner died, and you don’t like his spouse. What do you do? If this is a real concern for you, then this message is your warning to create a buy-sell agreement for your business. The...

Thursday, January 18, 2024

Today, we're going to talk about two critical concepts that can greatly impact your financial future: The Bucket Plan and Sequence of Return Risk. I've endorsed Jason L. Smith's book by this topic, and if you would like a copy, just...

Tuesday, January 2, 2024

I will be discussing the 2 types of IRAs. I will also touch base on the benefits, differences and facts about both types of IRAs. IRA stands for Individual Retirement Account, which is an investment account individuals use for retirement...

Wednesday, November 22, 2023

401k, Roth 401k, Roth IRA and Traditional IRA are popular types of “qualified plans.” The purpose of this post is to help you find a few innovative ideas that you can use to help save for retirement more effectively. As you read, note...

Tuesday, June 6, 2023

Indexed Universal Life Insurance IUL or Indexed Universal Life insurance is an important financial tool worth learning more about from a trusted, unbiased source. The issue with IUL is that the policy needs to be structured efficiently...