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

Does My Child Need Life Insurance?

Congratulations! You have a new baby in the family! Cue the cute outfits, fuzzy blankets, and life insurance mailers. Wait a second; one of those things isn't warm and snuggly! Why would a child, a ba... Read More

Oh, Yuck! It’s Open Enrollment Time!

Do you hate studying the options and making your health insurance selections for next year?  If so, you are not alone!  It can be complicated and confusing, but simply maintaining this year’s coverage... Read More

Old Employer 401(k)…Hmmm, What to Do?

If I've heard it once, I've heard it a hundred times: "What should I do with this old employer retirement account?" The Wall Street Journal recently reported about 30% of workers leaving jobs elect to... Read More