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2019 - Fitness Challenge

Let's make 2019 our most "fit" year yet!  Follow this blog for tips on maintaining a positive attitude, getting or keeping your financial house in order and eating healthy and working your body.

I hope you all enjoy this journey.  Feel free to send me feedback or ideas!

Wednesday, September 27, 2023

Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues...

Monday, September 25, 2023

Just as it’s important to prepare for what happens if you pass away, you should consider the Social Security benefits that may be available if you are the survivor — the spouse, child or parent — of a worker who dies...

Wednesday, September 20, 2023

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life...

Monday, September 18, 2023

Buying a car can be an exciting experience. Deciding what type of car fits your needs the best, picking out the features you have to have – all crucial decisions to make. But have you thought about how you’re going to...

Friday, September 15, 2023

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation. National Hispanic Heritage Month started...

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Saturday, September 9, 2023

How to Prepare for Retirement Living Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years...

Thursday, August 31, 2023

Some things to consider when you're planning on downsizing your home include: Your emotional readiness Moving costs How to declutter These and other factors are essential to keep in mind if you're planning on making the switch to a...

Saturday, August 26, 2023

Explore the growing influence women wield over the economy with this handy infographic.

Friday, August 11, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. We want to call out a few common gaps we see in this process so you can...