News & Articles

Team Member Spotlight: Dave Echelbarger, CPA/CGMA

Posted on Wed, May 26, 2021
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Tags: Community Outreach, Insurance, Team Member

Access the Coverage You Need

Posted on Mon, Oct 16, 2017

While life insurance can be purchased for a variety of purposes, one of the most common is to maintain your family's standard of living in the event of your death. To ensure that your family is adequately protected, you need to purchase an appropriate amount of insurance. You are likely to hear various rules of thumb, such as you need insurance equal to five to seven times your annual income. Be careful of these guidelines. Since they don't take into account individual circumstances, they may leave your loved ones with an inadequate amount of insurance.

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Tags: Assets, Life Insurance, Insurance

Financial Survival Tips for Recent Graduates

Posted on Wed, May 03, 2017

Graduation can be one of the most exciting — and intimidating — times in your life. You're officially an adult, and with that new-found independence comes financial responsibilities. No pressure, but the decisions you make today about spending and saving can mean the difference between struggling for the rest of your life and building a solid financial future.

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Tags: Retirement, Vehicle, Planning, Insurance

Business Interruption Claims Require Professional Help

Posted on Fri, Jun 17, 2016

Smart company owners and executives obtain business interruption insurance -- and possibly contingent business income coverage if the operation relies heavily on outsourcing or a particular supplier. The idea is that the policy will compensate the company for lost earnings if a devastating event forces it to temporarily close down.

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Tags: Business, Insurance