News 2018-04-25T16:41:14+00:00

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2404, 2018

Establishing a Credit History – Part 3


When you say you want credit, you are probably asking for payment terms on a purchase. You are seeking to purchase goods or services today and forego all or a portion of the payment until a later date. You may or may not be bound by a payment plan. You may or may not be required to pay a percentage [...]

1704, 2018

Starting a New Career – Part 2


Downsizing is one reason you may be seeking a new career. Reaching a professional plateau is another. The fact is, many people change careers, sometimes more than once. With proper planning, you can start a fulfilling new career without sacrificing your financial security. Decide whether you should start a new career Once you've researched career options available to you, decide [...]

1304, 2018

Life Insurance in 3 Simple Steps

Insurance, Podcasts|

Did you know that when it comes to life insurance, LIMRA says 70%-80% of Americans feel underinsured? With so much information packed into each policy, picking the right life insurance might make your head spin! Phil Harriman, co-author of the book Life Insurance 10X, explains how every life insurance contract can be broken down into just three simple components. [...]

1004, 2018

Loss of a Spouse or Family Member

Family, Planning|

When your spouse or a family member dies, you'll need to handle numerous financial and legal matters. Even if you've always handled your family's finances, you may be overwhelmed by the number of matters you have to settle in the weeks and months following your loved one's death. While you can put off some of these tasks, others require immediate [...]