Latest Blog Posts

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

Posted on: March 3rd, 2017
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?...

Things to Remember at Tax Time

Posted on: March 1st, 2017
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes....

Due Date Approaches for 2016 Federal Income Tax Returns

Posted on: February 20th, 2017
Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of last year's tax return and gathering W-2s, 1099s, and deduction records....

Why Diversification Matters

Posted on: February 18th, 2017
When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important? ...

Why a Life Insurance Claim May Be Denied

Posted on: February 15th, 2017
Life insurance can be an important financial tool for you and your family. For example, life insurance can help replace earnings that would cease upon your death. It can provide a legacy for your children or grandchildren, and can even be used to make a charitable gift after your death....

How can I prepare financially for stormy weather?

Posted on: February 13th, 2017
Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread damage. Severe weather often strikes with little warning, so take measures now to protect yourself and your property....
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