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Top 5 Finalists for Senior Market Advisor

Top 5 Finalists for Senior Market Advisor

Stephanie was selected by Senior Market Advisor Magazine (the leading industry publication) as one of their top 5 Advisor of the Year Finalists! She is the first female in over 5 years to be featured in the top five. As […]

So What’s Ahead for Our Economy?

Few would argue that economy is unstable.  Is the sky is falling? Not last time we checked, but there has never been a time like the present to take inventory, prepare and ensure you have a sound financial strategy for […]

Putting the Numbers Into Perspective

Each year, the U.S. Congress sets a federal budget in the trillions of dollars. Very few individuals, ourselves included, can really wrap their minds around just much money that truly is, so we’ve broken down the 2011 federal budget into […]

2008 All Over Again?

It’s filled the headlines and taken the “breaking news” slot on every major media outlet over the past week.  Enormous drops on Wall Street have millions of Americans, especially those nearing or currently in retirement, wondering if they’re facing a […]

Protecting Yourself While On Summer Vacation

Heading on vacation yet this summer? Many of our clients have postponed trips, hoping to “beat the heat” later in the season.  With much of the country suffering from record-breaking temps, many have literally found it dangerous to travel.  Unfortunately, […]

Insurance Riders-What Are They and Why All The Hype?

When jumping from a plane 12,000 feet above the earth’s surface, every skydiver packs a main parachute as well as a reserve.  In other words—the typical safety feature, plus a backup – just in case. In the world of insurance […]