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Welcome to our monthly blog section providing relevant, useful, and educational content that’s both relatable and easy to digest. And while much of the content covers all-things financial, we often include a lifestyle piece or two to lighten up each monthly mix of content to keep you both learning and laughing.

Wednesday, August 31, 2022

There’s nothing exciting about life insurance. But it’s not meant to get you hyped up. It’s meant to take care of you and your loved ones. Life insurance is designed to protect your income in the unfortunate event of...

Wednesday, August 31, 2022

The emails begin pouring in at the beginning of August when you’re not even thinking about the impending school year. Before you know it, you’re getting a list of items that your child needs to start their school year off...

Wednesday, August 31, 2022

The pandemic has influenced all our lives in different ways, some tragic, but also some that have made us rethink our needs and goals. Some of us have decided they want a new type of career; some have devoted more of their lives to...

Wednesday, August 31, 2022

While the professional pundits debate when or if an economic recession is imminent, it may be a good idea to ensure you’re prepared, nonetheless. It doesn’t hurt your bottom line to take a step back and self-evaluate. Learn...

Wednesday, August 31, 2022

As your kids or grandkids start college this fall, remember that grades aren’t the only thing to pay attention to. Stay on top of your physical and mental health as you ease into college life with this advice from the Chapman...

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Wednesday, August 31, 2022

They say success depends not on what you know but who you know. Skills and experience are important but knowing the right set of people can definitely help you advance and thrive in your career. GQ recommends surrounding yourself with...

Tuesday, August 2, 2022

Even with the Federal Reserve increasing interest rates on loans, we are still in the midst of our current inflation crisis. The optimist will say that we will weather this storm and come out better for it. The pessimist will have the...

Tuesday, August 2, 2022

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Tuesday, August 2, 2022

Electric vehicles (EVs) are becoming more commonplace each day thanks to innovative battery technology, marketing centered around climate change and fuel efficiency, and the fact that they are just plain cool. They are technological...

Tuesday, August 2, 2022

There are always pitfalls when building a financial plan. Retirement, included. Understanding and avoiding these 6 retirement mistakes will help you build a strong, secure and flexible retirement plan for you and your loved ones...

Tuesday, August 2, 2022

If you’re approaching your 65th birthday, odds are you’ve been inundated with documentation and advice about your social security options. It’s crucial to make sure you’re on solid ground with your finances as...

Thursday, July 7, 2022

Follow these 10 money-saving travel tips when planning your next vacation to help make it more affordable, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these...

Wednesday, July 6, 2022

A successful investor maximizes gain and minimizes loss. There's never a guarantee that any investment strategy will be successful. All investing involves risk, including the possible loss of principal. Here are six basic principles...

Wednesday, July 6, 2022

Frugal people are known for not spending money. This reputation harbors much truth, but not always. Frugality doesn’t mean pinching as many pennies as possible, it’s also a long-term strategy to save money. If you see a...

Wednesday, July 6, 2022

Obtaining life insurance is a benchmark for many adults when building their portfolio. Earning income is one thing but protecting it for your loved ones upon your death is quite another. The primary objective of life insurance is...

Wednesday, July 6, 2022

It's easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn't always as obvious. Let's say your money is earning 4% and...

Thursday, June 2, 2022

Having a financial plan in place for your child is essential. It’s important to understand the potential issues that could arise during that process.

Thursday, June 2, 2022

Digital wallets are here to stay. They handle digital funds, credit cards, gift cards and more. Learn how to capitalize on this technology for your daily life.

Thursday, June 2, 2022

Harness the power of your Amazon Prime Membership with these helpful tips. Find out more about Prime Wardrobe, Amazon Fresh, Amazon Smile and more.

Thursday, June 2, 2022

The Achieving a Better Life Experience Act of 2014 provides much needed assistance for Americans with disabilities to design a financial plan to alleviate potential stress if they’re unable to perform their jobs.

Thursday, June 2, 2022

Each generation – Gen Z, Millennials, Gen X and Baby Boomers – are at different moments in their lives that require their own age-specific financial goals and stress points. Learn where your financial focus should be today.

Wednesday, May 11, 2022

Have you talked with a financial professional about disability insurance coverage? It may benefit to seek out answers to questions you may not have thought to ask yet. this article is a great starting off point for that conversation.

Wednesday, May 11, 2022

Saving for retirement and your children's education are equally important, so understanding how to put away money for both is critical. You want to retire comfortably when the time comes. You also want to help your child go to college. So h

Wednesday, May 11, 2022

One of the most important questions about retirement is only which age you’d like to retire, but when you should begin planning for it. These tips can help you with that decision.

Wednesday, May 11, 2022

Protecting your income is an important and often overlooked step in financial planning, and since May is Disability Awareness Month, it’s critical to consider the risk of disability before it’s too late.

Wednesday, May 11, 2022

Investing in stocks and bonds can seem exciting and challenging, but it’s very important to understand how to handle your investments if the market turns volatile.

Friday, April 8, 2022

It’s important to be diligent when it comes to tax scams. As the tax deadline approaches this month, it doesn’t hurt to refresh ourselves with what scammers have in store for us.

Friday, April 8, 2022

The fervor for electric vehicles is real and they’re not going anywhere. Manufacturers are meeting the consumer demand as they take the automobile industry into a brighter future.

Friday, April 8, 2022

The concept of teaching financial literacy in high school is rapidly gaining traction, but that wasn’t always the case. There are large numbers of graduates unprepared for a world of savings accounts, budgets and credit scores.

Friday, April 8, 2022

With April being financial literacy month, it’s a good idea to become familiar with the basics of what it means to be financially literate.

Thursday, March 3, 2022

Thursday, March 3, 2022

Thursday, March 3, 2022

Thursday, March 3, 2022

Thursday, March 3, 2022

Tuesday, February 8, 2022

Have strategies to ride out a crazy financial market.

Tuesday, February 8, 2022

Each money decision you make impact financial wellness. Here are 5 pillars to help achieve and maintain wellness.

Tuesday, February 8, 2022

A new year means new changes to healthcare benefits and plans.

Tuesday, February 8, 2022

Another year of trying to stick to resolutions during a pandemic. Are we better prepared?

Tuesday, January 11, 2022

How millennials will react to inflation, and how vulnerable they are is an open question. What steps can and should they take to prepare?

Tuesday, January 11, 2022

If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you’re self-employed, you may have an even greater need for life insurance: You’ll want to protect your family..

Tuesday, January 11, 2022

Many adults rank their finances as their number one source of stress. A major contributor is the lack of financial literacy programs, particularly when they were younger adults and children. You can take matters into your own hands.

Tuesday, January 11, 2022

With retail prices for energy at or near multiyear highs in the US, here are twelve tips to help you save on your energy costs this winter.

Tuesday, January 11, 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retir..