How to Stay Safe in a Winter Weather Emergency

Presented by Kevin Moore and Jake Rivas You prepare for tax season and for your year-end financial advisor meeting. As... View Article

Tax Changes You Need to Know About for 2022

Presented by Kevin Moore and Jake Rivas  At the end of a year dominated by inflation, interest rate hikes, market... View Article

5 IRA Misconceptions and How You Can Make the More Informed Choice

Presented by Jake Rivas Some IRA planning and investment strategies may appear easy to execute, but errors can lead to... View Article

Education Savings Vehicles

Save early, save often and understand the alphabet soup of options The cost of a college education increases every year,... View Article

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and, it is important to understand the concept of interest rates. Interest is the... View Article

The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)

Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out... View Article

Could a Health Savings Account Work for You?

  Could a Health Savings Account Work for You? Do medical expenses cost more than you’d like? Do you wish... View Article

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

Five Tips to Help Couples Talk About Money

Money discussions can affect your relationship, especially if you put those talks off too long. You and your partner need... View Article

Four Ways to Avoid Money Spats with Your Partner

Under the influence of romance, it is easy to be distracted from practicalities. But couples that can’t agree on how... View Article