Blog
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!
September Is National Life Insurance Awareness Month
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...
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What to Know Before Financing a Car
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...
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Celebrate National Hispanic Heritage Month
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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Easing Into a Retirement Lifestyle
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...
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Considerations When Downsizing Your Home
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...
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National Women's Equality Day
Explore the growing influence women wield over the economy with this handy infographic.
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Avoid Common Missteps When Naming Beneficiaries
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...
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