Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Monday, February 20, 2017

Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education,...

 

Tuesday, October 25, 2016

Bag Lady Syndrome You must avoid it. Think about tomorrow, not just today. Provided by: Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® No woman wants to end up a “bag lady” – impoverished, out of options,...

 

Friday, October 14, 2016

Is This the Season to Change Jobs?The top financial considerations for those ready to make a move. Provided by: Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® Switching from one job to another can literally pay off. Data...

 

Thursday, October 6, 2016

How Can LTC Insurance Help You Protect Your Assets?Plan to create a pool of healthcare dollars that you can use when the time comes. Provided by Scott B. Zuckerman, ChFC, CFS, CLU, ChSNC How will you pay for long-term care? At the...

 

Tuesday, September 27, 2016

Retirees Are Racking Up Credit Card DebtNew statistics point out an alarming financial problem. Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® $6,876. That is the average amount of credit card debt owed by an...

 

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Monday, September 19, 2016

The Psychology of Saving How many households have the right outlook to build wealth? Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® Why do some households save more than others? Building household savings may...

 

Wednesday, September 14, 2016

Are There Really Tax-Free Retirement Plan Distributions? A look at some popular & obscure options for receiving money with little or no tax. Provided by ChFC®, CFS®, CLU® ChSNC® Will you receive tax-free money in...

 

Wednesday, September 14, 2016

Life Insurance with Long Term Care Riders As conventional LTC policies grow costlier, alternatives have emerged. Provided by Scott Zuckerman, ChFC®, CFS®, CLU®, ChSNC® The price of long term care insurance is really...