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 definit...... Read More
Elaine Bedel
Who Will Raise Your Child?
There is nothing better than celebrating the birth of a new baby. If it is the first baby, there are many "first time" experiences to be enjoyed as well as some "first time" decisions to be made. N...... Read More
Investing For an Impact
Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a do...... Read More
Danger: Jointly-Owned Property With a Non-Spouse
It is very common for spouses to title property that they own together as "joint with right of survivorship." When one passes, the other owns the property outright. It's simple, easy, and automatic...... Read More
Do You Need Umbrella Liability Insurance?
If a visitor falls at your home or an accident occurs with your car resulting in serious damages, will your insurance cover all the costs? It depends. Your homeowner and auto policies provide for ...... Read More
Year-End Portfolio Tune-Up
Does your investment portfolio need to be serviced? Just like your car, your portfolio may need a "tune-up." Year-end is a great time to review your portfolio to ensure it is operating at optimal l...... Read More
Running Short on Money for your HSA?
Using pre-tax dollars for out-of-pocket medical expenses is really smart. But what if you don’t have the money to contribute to your Health Savings Account before year-end? Once during your lifet...... Read More
Starting a Business
Do you have a great idea for a business? Are you ready to be your own boss? If you are on the entrepreneur path, give serious consideration to the type of business entity that you create. Choosing ...... Read More
A Millennial’s Vision of Retirement
The experiences of the Millennial generation are and will be vastly different from Baby Boomer generation's with one exception. Will this generation prepare better for retirement? Millennials: The...... Read More
Stock Portfolio Down, Taxes Up… How Does That Happen?
The stock market seems to be on course for its first down year since 2008. While not fun, drops in the stock market are natural and should be expected from time to time. To make matters worse, thou...... Read More