Money and Family

Christmas in September? (4 Tips for a Financially Stress Free Christmas)

Forget the pumpkins and bring on the elves!

A great way to reduce stress during the holiday season is to get the ball rolling early. A little planning goes a long way to making Christmas even more enjoyable for you and your family. When you have a […]

Christmas in September? (4 Tips for a Financially Stress Free Christmas) 2018-06-04T12:43:49+00:00

Looking at Credit Card Reward Programs? Ask These Questions First!

If you are in control of your finances and your debt, a credit card rewards program can be a great thing to leverage to your advantage. With that said, it’s important to be aware of the complete details of the reward program. Before you sign up for t […]

Looking at Credit Card Reward Programs? Ask These Questions First! 2018-06-04T13:06:09+00:00

Key End-of-Life Estate Planning Documents You Should be Aware of

Most of the time when I ask people about their estate planning documents, the answer is something like, “I know it’s important. I’m planning to get those done soon!”

But here’s the thing—you don’t need them until you NEED them…and then it’s usuall […]

Key End-of-Life Estate Planning Documents You Should be Aware of 2018-06-04T13:09:18+00:00

Inspecting Variable Annuities: No Free Lunch

We have seen variable annuities offered with a great sales pitch: continued growth opportunities through market exposure coupled with some form of protection via an optional rider.[1] This sales presentation may satisfy our emotional needs to protect […]

Inspecting Variable Annuities: No Free Lunch 2018-06-04T13:18:40+00:00