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Financial Fraud and How To Prevent It

By K. Bridget Schneider, CFP®, CRPC®If you think you're immune to financial fraud, think again.  Financial fraud is an ever-present threat to all ages.  It comes in many forms from an attempt to access your money and financial accounts with your personal...

What is Indexed Universal Life Insurance?

By Joe Globensky, RFC® As part of our initiative to educate our clients and prospective clients, we often check out what is trending on social media.  What products or solutions are people searching for?  What industry terms do people want to know more...

What is an Annuity and Why Would I Buy One?

By K. Bridget Schneider, CFP®, CRPC®Have you heard that June is Annuity Awareness Month?  I can imagine some of you saying, “No, but I hear that annuities are expensive and lock up your money with little to nothing paid out as you get older.”  Well, that...

5 Steps to an A+ College Plan

By K. Bridget Schneider, CFP®, CRPC®Imagine your son or daughter receiving an acceptance letter from the trade school or college of their choice.  It is rewarding to witness them start on the path for their adult life.  The only thing that could make you...

4 Key Reasons to Purchase Disability Insurance

By Joe Globensky, RFC®Millions of working Americans are facing a growing crisis: a lack of adequate disability insurance coverage. Without some type of income protection, more Americans are experiencing severe financial difficulty if they need to miss work...

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