News

4
Nov

Is Lowering Interest Rates Good for the Economy and the Markets?

In this article we look at the effect lowering interest rates can have on the economy and the markets. Interest rates can have a positive or a negative effect on the U.S. economy, the stock markets, and your investments. When The Fed changes the Federal Funds Rate (the rate at which banks can borrow money to lend to businesses or

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28
Oct

Considering Buying a U.S. or Foreign Vacation Property? Be Tax Aware

With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal of international vacation property is at an all-time high as property overseas continues to cost less than near home, even in high-destination areas. A growing trend among younger Americans (Generation

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21
Oct

Financial Interdependence: A New Way of Defining Adulthood?

Early adulthood is assumed to be a time of becoming financially independent. But an October 2018 study conducted by Agewave reveals that many adults ages 18-34 are not economically independent despite their adulthood. Many still rely on the financial support of their parents or extended family. The study reveals complex reasons leading to financial interdependence; something not experienced by earlier

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14
Oct

Do You Know Life Insurance Isn’t Just for Death Protection?

When most people think about life insurance, what usually comes to mind is settling final expenses and providing financial support for your loved ones or death protection.  That is what life insurance is commonly used for, but there are other benefits of life insurance other than for death protection:

7
Oct

Is A Fixed Income Annuity Right for You?

In today’s low-interest-rate environment, there are fewer fixed income alternatives for retirees seeking income. With rates on traditional staples such as CDs and money market accounts at or near all-time lows. Fixed-income annuities are an alternative to consider for retirees seeking income and safety. The issuing insurance companies back the claims-paying ability of all annuities. Once thought of as only

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13
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

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7
Jun

Sizzlin’ Summer Series: PART 2

Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4

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13
May

Sizzlin’ Summer Series: PART 1

Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,

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10
Apr

April is Financial Literacy Month

April is Financial Literacy Month Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make

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