Estate Planning for LGBTQ+ Married Couples

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex... View Article

The American Jobs Plan and Proposed Tax Policy

Presented by Kevin Moore and Jake Rivas On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal... View Article

A Starter Guide to Selling Your House

Presented by Kevin Moore and Jake Rivas From the moment you decide to sell to the day you hand over... View Article

Mastering Financial Aid Eligibility

Presented by Kevin Moore and Jake Rivas For many families, financial aid programs help make higher education attainable. The first... View Article

Inflation vs. Bank CDs vs. The Mattress

The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD?... View Article

What Determines Your IRA’s Required Minimum Distribution Amount?

If you have savings in a traditional Individual Retirement Account (IRA), you must begin making withdrawals at age 701⁄2. To... View Article

Insurance Protection for Life’s Key Stages

Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may... View Article

TWO INVESTING QUESTIONS

There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of Google, looking at all the articles promising to make you rich in five easy steps.

The Fundamentals of Disability Insurance

Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most disability... View Article

Time to Hit the Panic Button on Market Volatility?

Presented by Kevin Moore, CFP® Recent declines have taken the U.S. stock markets down more than 2 percent. Not surprisingly,... View Article