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 you... 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

Does Your Credit Need Repairing?

Presented by Kevin Moore and Jake Rivas Many people had their financial plans derailed in 2020. You or a spouse... View Article

To Keep or Not to Keep: A Guide to Common Records-Retention Questions

Presented by Kevin Moore and Jake Rivas Living in an increasingly paperless world has its benefits, but when it comes... View Article

Your Guide to Medicare Planning

Presented by Kevin Moore and Jake Rivas Did you know that the total projected lifetime health care costs (excluding long-term... View Article

Are You an Intelligent Investor?

Presented by Kevin Moore and Jake Rivas Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more... View Article

Solutions for Managing Student Loan Debt

Presented by Kevin Moore and Jake Rivas Managing student loan debt has become one of the biggest financial planning challenges... View Article

Does the Presidential Election Spell Risk for the Markets?

Presented by Kevin Moore and Jake Rivas As the U.S. presidential election draws closer, there are growing questions (from both... View Article

Questions to Ask Before Hiring an Estate Planning Attorney 

Presented by Kevin Moore and Jake Rivas Before hiring an estate planning attorney, there are a variety of factors to... View Article

The Dangers of Trying to Time the Market

Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person... View Article