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

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