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Getting Assistance on Existing Loans or Obtaining a New Loan in the Wake of Coronavirus
Businesses and individuals in the U.S. and worldwide are now affected by forced closures and economic slowdowns due to COVID-19. If you are a sole proprietor, contractor, or business owner you might need to obtain new capital in the form of loans. Moreover, you might need to defer payment on existing personal loans or mortgages. Below is information on new and enhanced programs designed to help you and your business thrive after the coronavirus.

How to Determine if You Need Life Insurance
With 2020 behind us, I am most thankful for my health and the good health of my loved ones.

Seven Questions To Help Determine If You Need a Care Manager
As parents, we never endeavor to become a burden to our children, which is why having a plan for aging in place before the time for care comes is important, as is knowing the resources available to individuals and caregivers to help alleviate some of the burden.

Don’t Let Health Insurance Concerns Stop You from Retiring
Individuals who are continuing to work because they are concerned about the health insurance conundrum is a very real and common concern. However, this concern is not an accurate reflection of the facts on the ground.

Retirement Income: A Closer Look
Earned income stops for everyone at some point, and people then need to navigate the transition from saving for retirement to spending from their investment portfolio.

What Is Direct Indexing?
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.

Get Ready for Tax Season
It feels as though we just finished this tax season with the next one already upon us. No time to waste so let’s forge ahead!
Content Archive
Topic Archive
Whitepapers
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Passive Vs. Active Investing
This whitepaper examines the differences, risks and benefits of passive versus...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help...
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
8 Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Quarterly Newsletters
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and...
Debt Management Edition
Our Q4 newsletter is all about debt, including how to manage...
Finding Your Passion Edition
Please enjoy our latest quarterly newsletter where we discuss various types...