Who are your beneficiaries?

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s time for a review!... Read More

Options for charitable giving

Philanthropic giving by Americans in 2021 totaled nearly $485 billion!  Of that amount, individuals like you gave 67% or $327 billion.  Question:  Are you using the best strategy and getting the most “bang for the buck” when donating to your favorite charity?... Read More

Rapidly approaching year-end tax deadlines

There are less than six weeks left in 2022. You have roughly 40 days to assemble a Thanksgiving feast, shop for gifts, prepare for holiday get-togethers, and complete year-end, tax-related actions. The clock is ticking!... Read More

FAFSA: The first step in college financial aid

It's that time of year! If you have a student entering or returning to college in the fall of 2023, the financial aid application process begins soon. An hour of your time could mean thousands of dollars for tuition and expenses. ... Read More

Indiana 529 plan: 5 common questions

Indiana’s CollegeChoice 529 plan is a fantastic way to save for college expenses due to its low cost and strong investment options as well as the income tax credit received by contributors. Read on to discover frequently asked questions and answers regarding 529 plans.... Read More

Are You Protecting Your Identity?

The Federal Trade Commission (FTC) received 2.8 million fraud reports in 2021 from consumers.  2.8 million!  Consumers reported fraud losses of $5.8 billion in 2021, which was an increase of 70% in comparison to 2020. ... Read More

Whoa! Do I have enough Life Insurance?

If you have a partner/spouse, child, or elderly parent dependent on your income, you have a need for life insurance.  The question: “Am I keeping up with the need?”  If you are not checking your need versus your coverage on a regular basis, you may be putting your loved ones in a precarious situation. ... Read More

Get Money from Your House

It’s tempting, but is it necessary? It’s available, but do I want the consequences?  Is it the right move to improve my financial situation or will it take me down a dark hole?  Deciding to take the equity out of your house can have both benefits and pitfalls.... Read More

Who’s Got Your Personal Information?

The Federal Trade Commission received more than 2.1 million fraud reports from consumers in 2020. With fraudulent activity and identity theft reports on the rise, what are you doing to protect your pe... Read More