Recent Posts

What is an Annuity and Why Would I Buy One?

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 misperception is why I want to discuss what an annuity is and why you might buy one.

5 Steps to an A+ College Plan

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 happier is knowing that wherever that school is or what financial aid is offered, you have a plan to secure it.

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...

If I Could Teach Only One Financial Lesson

By Joe Globensky, RFC®After 27 years of being a Financial Advisor, you might expect that I could share many financial tips that would help you progress towards a secure financial future. So how do I pick just one financial lesson to share?Financial...

Why You Should Get a Social Security Benefit Statement

By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement?  If you are like many people, you may think you got one in the mail a year or so ago.  However, it may have been several years ago.  While...


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