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Have you made your New Year’s resolutions? We hope they include ways to market your insurance agency more effectively. These eight tips can help. Get the tips,
Continue ReadingHave you made your New Year’s resolutions? We hope they include ways to market your insurance agency more effectively. These eight tips can help. Get the tips,
Continue ReadingStart 2024 with these resolutions to help you lead your best financial life this year. Don’t worry, there’s nothing too dramatic, just easy-to-achieve ideas we know you can put into practice right now. Get the resolutions.
Continue ReadingWhat’s the state of your estate? January is the perfect month to review wills, your long-term care plan, retirement strategies, and more. A little advanced planning today can improve tomorrow for you and your family. Learn more
Continue Readinghe 2×2 System is where you set aside two hours on the calendar two times a month to complete a predetermined financial task. This modest but consistent effort can help you sustain financial health and build wealth in bite-sized chunks.
Continue ReadingWe’re in the final weeks of the holiday shopping season. You have a gift for everyone on your list. Well, almost everyone. There always seems to be one or two hard-to-buy-for people. Or people you want to acknowledge, but getting something too personal may not be appropriate. Gift cards have become the go-to gift for many of us. In fact, according to WalletHub, sales of gift cards are expected to reach $204 billion this year.
Continue ReadingHave you finished all your holiday shopping? As we enter the home stretch, we’d like to remind you about a group of people who are also enjoying the holiday season: fraudsters. They understand that in the hustle and bustle of the season, we often let our guard down and fall victim to their scams, especially when shopping online.
Continue ReadingYou’ve made your holiday shopping list. Before you head out to the stores or log on to your favorite shopping site, we suggest you add something else to your list: a holiday spending check-in.
Continue ReadingThe economy is fickle. There are peaks and declines. The stock market climbs one quarter and crashes the next. And when it comes to interest rates, over the past five years, we bet you thought they couldn’t get any lower and wondered if they’d ever go down.
Continue ReadingThanksgiving is a wonderful time to gather with family and friends. To take a pause and show appreciation and gratitude. As we each take stock of our bounty, we encourage you to look outward to those in need. There are many trustworthy charitable organizations that work tirelessly all year to benefit those in your community, across the nation, and internationally.
Continue Readingor most people working for a company, a significant part of the job is sifting through a whole lot of emails to determine which contain vital information. That means a bunch of potentially useful stuff—like updates on employee benefits—gets weeded out simply because there’s not enough time to engage with everything. But now, during this month when open enrollment typically happens, give yourself time to review the offerings for each of these potentially valuable employee benefits:
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