Ideas & Insights

401(k) and Retirement

September 30, 2014, No Comments by Shannon E. Johnson

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With the economic recession, roller-coaster stock markets, and the dismal news cycle, it has been very easy for investors to become overwhelmed and worry about their retirement options. 

Top Tweets of the Week

September 26, 2014, No Comments by Shannon E. Johnson

Here’s our top tweets of the week, catch up on all of your news needs!

Who Has Health Insurance?

September 25, 2014, No Comments by Niels A. Jepsen

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Health care costs are extremely important to take into consideration with your financial plan. As the baby boomer population is aging, these factors are becoming a higher priority in each family. Making sure the coverage you have will be sufficient as you age is essential in a successful financial plan and ultimately, retirement.

Money Secrets for Kids

September 24, 2014, No Comments by Kimberly L. Curtis

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We have been on the workshop circuit a lot this month. As we’ve presented our Art of Negotiation workshop to Centurylink, Otterbox, and Covidien over the past few weeks, we continue to get feedback about the difficult conversations individuals and families have around money. We hear about retirement worries, budget concerns, financial plan questions, investment misunderstanding…it ranges the entire spectrum. These are issues many families face and the best way to change the course for your children is to start early.

Top Tweets of the Week

September 19, 2014, No Comments by Niels A. Jepsen

Here’s our top tweets of the week, catch up on all of your news needs!

College Rate of Return

September 18, 2014, No Comments by Shannon E. Johnson

With all the headlines about college debt and loan defaults, the question rises:"Is it still worth it?"

How to Spot an IRS Phone Scam

September 16, 2014, No Comments by Kimberly L. Curtis

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On September 9th,  Apple followers were excitedly waiting for the big unveil.

Life Insurance Awareness Month

September 09, 2014, No Comments by Shannon E. Johnson

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September is National Life Insurance Awareness Month. Woohoo, am I right?  Since protection planning is one of the six key areas of a solid financial plan, September is a great time to assess your life insurance needs and make changes as necessary. Let’s get started!

Top Tweets of the Week

September 05, 2014, No Comments by Niels A. Jepsen

Here’s our top tweets of the week, catch up on all of your news needs!

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