Nationally, auto insurance premiums have soared by about 50 percent over the past three years. Here are the biggest factors and what you can do about it.
Latest Insights Article
Black Friday and Cyber Monday: Are they so different?
Learn how Cyber Monday and Black Friday compare. Discover additional resources to keep you safe while researching and shopping this holiday season.
Support Local Business on Small Business Saturday
Small Business Saturday encourages community members to shop locally. Your local businesses need your support. Here’s how they’re innovating and how you can participate.
Year End Capital Gain Distributions
Mutual funds must make regular capital gain distributions to shareholders. Here’s how it works, as well as what to expect for tax planning.
Open Enrollment for Affordable Care Has Begun
If you are not enrolled in an employer-sponsored health plan, you have until December 15 to get coverage for you and your family.
Financial Planning, Miscellaneous Insights
Think Small. It Could Have Big Rewards.
It’s important to think big when considering your dreams. But to get things done, you may need to take a step back and think small. Here’s why.
Estate Planning Today, Helps You Plan for Tomorrow.
“Plan for tomorrow” seems like sensible advice. Yet a surprising number of people leave no estate plan in place for their survivors.
Financial Planning, Retirement Planning
COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
‘Gap Retirements’ Divide Baby Boomer Couples
Are you prepared to retire before (or after) your spouse? Have you considered how this retirement gap will impact your relationship?
Important Things to Know When Couples Plan for Retirement
One of the most overlooked concerns that couples fail to discuss is how their retirement goals align with each other. Here’s what you need to know when thinking about retirement.
When to Have the Inheritance Talk with Your Kids
Have you discussed inheritance with your heirs? Here’s why you should and some tips for doing it.
Financial Planning, Miscellaneous Insights
Sitting Down with Fee-Only Financial Advisor Howard Hook
Fee-only financial planner, Howard Hook, discusses the importance of financial planning and how to select the right planner for your family.
7 Tips to Help You Manage Your Money
Mismanaging your finances can be expensive. Here are 7 tips to help you save money.