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The Pros and Cons of Deferred Compensation

The Pros and Cons of Deferred Compensation By Joe Globensky, RFC®At some point in your career, you may be offered participation in a nonqualified deferred compensation (NQDC) plan. Currently more than 90% of public companies offer some sort of NQDC plan and nearly half (44%) of eligible employees participate.¹ But, how do you know if […]

Financial Fraud and How To Prevent It

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 information, use of your stolen identity […]

What is Indexed Universal Life Insurance?

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 about? In a recent probe, we discovered […]

What is an Annuity and Why Would I Buy One?

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, […]

5 Steps to an A+ College Plan

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 happier is knowing that […]

4 Key Reasons to Purchase Disability Insurance

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 due to illness, injury, or pregnancy. Disability insurance is more […]