Higher Income, Higher Taxes
/
Tax brackets explained.
Read MoreBlog
Preparing for College the Smart Way
/
If you have children or grandchildren in high school, now is the time to help them prepare, not just academically but legally and financially as well.
Read MoreThe Importance of Female Financial Advisors
/
Only 31% of financial advisors in the U.S. are women, and just 23% are CERTIFIED FINANCIAL PLANNER® professionals illustrating how vital it is for women to connect with other women in financial advising.
Read MoreDisaster Preparedness
/
Weather-related events, such as tornadoes, flooding and even wildfires, seem to be occurring more frequently and with greater intensity, which makes being prepared even more important.
Read MorePreparing for Tomorrow: A Resource for Lawyers
/
Are you a lawyer looking to retire and need help with an exit plan?
Read More3 Things To Do For Those Within 3 Years of Retirement
/
Here are three things to address in the few years before retirement to help with the timing decision and transition.
Read MoreLooking back at 2024 and adjusting to 2025
/
2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.
Read MoreProtect Your Identity
/
As we step into the new year, the importance of safeguarding your identity remains more crucial than ever.
Read MoreNew Year, New Agenda
/
The new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA).
Read More
Risk & Rebalancing
/
When thinking about your portfolio it is easy to frame your investment decisions based on the potential return you may receive, but return is only part of the equation.
Read MoreTake Control of your Financial Future
/
A budget is more than just tracking expenses – it is a tool to boost financial confidence.
Read MoreGiving the Gift of Financial Planning
/
This holiday season, give a gift that lasts a lifetime: the power of financial planning.
Read MoreBig news for Hoosiers under 65 on Medicare
/
Great news for Indiana residents on the horizon.
Read MoreThe Beat Rolls On
/
How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreFrom a Donut Hole to Zero Coverage?
/
If you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.
Read More
The Cap Factor
/
The financial world has an endless amount of jargon that is used to describe investments and their attributes so let's break down some of this jargon so you can navigate the financial world with confidence.
Read MoreWhat is Medicare?
/
Here is why it is important to choose wisely when selecting Original Medicare or a Medicare Advantage plan.
Read MoreChanges Coming to Medicare Part D
/
There are some changes Part D subscribers will see beginning in 2025.
Read More
