Is It Time to Think About Tax-Free Income?

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Posted on September 30th, 2020

Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely […]

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Medicare Open Enrollment: It’s Time to Review Your Coverage

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Posted on September 30th, 2020

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be […]

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Questions to Consider During Open Enrollment

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Posted on September 30th, 2020

Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most […]

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Incapacity and Advance Medical Directives

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Posted on September 30th, 2020

At some point in your life, you may lose the ability to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, […]

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September 2020

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Posted on September 4th, 2020

Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]

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Back-to-College Insurance Needs

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Posted on August 31st, 2020

The COVID-19 crisis has created uncertainty about the college experience this fall, and insurance might not be at the top of your to-do list. But […]

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Accumulating Funds for Short-Term Goals

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Posted on August 31st, 2020

Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio […]

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Surge in COVID-19 Scams

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Posted on August 31st, 2020

Fraudsters and scam artists have always looked for new ways to prey on consumers. Many are now using their tactics to take advantage of consumers’ […]

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Printing Money: The Fed’s Bond-Buying Program

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Posted on August 31st, 2020

The Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market Committee (FOMC) to […]

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Return of Premium Life Insurance: Protection and Cash Back

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Posted on August 31st, 2020

You have decided you need life insurance coverage and are considering buying a term policy. But you ask your financial professional, “Do I get any […]

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