News & Articles

Ten Sources of Tax-Free Income

Posted on Mon, Nov 06, 2017

There are still ways to earn income that is free from federal income tax. With the various tax increases that have taken effect in recent years, tax-free income opportunities are more valuable than ever.

Read More

Tags: Roth IRA, Gifts, Income, Tax-free Income, Life Insurance

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.

Read More

Tags: Assets, Life Insurance, Insurance

Fit Finances for 2016

Posted on Mon, Dec 28, 2015

Have you achieved all of the goals you set for 2015? If some of your 2015 New Year's resolutions remain unresolved, don't get discouraged. There's no time like the present to cross a few items off your to-do list after the holidays. Doing so will ward off the post-holiday blues and set a positive tone for achieving the rest of your personal financial goals in 2016. Here are a few simple ideas.

Read More

Tags: Health Insurance, Estate Planning, Life Insurance, college savings plan, Mortgage