Tag: finance

Finance: When was the last time you reviewed your insurance policy?

By Bill Howard The dilemma of insurance advertising is that companies target cost over coverage, yet at claim time, the exact opposite is important. For many...

5 things to do with your finances before the end of...

By Shannon Rowan Review your asset allocation. 2020 is the first time a bear market has begun and ended in the same calendar year,...

Finance: Is now a good time to invest in travel?

By Amy Biondi While the country continues to reopen, people have an intense desire to return to their previous norms, and part of that includes...

Finance: Navigating COVID-19 financially

By Joe Collum and Shannon Rowan The coronavirus crisis requires all that we have to offer – perseverance, patience, compassion and empathy – to guide...

Finance: Be smart about your credit card use

By Adron Krekeler Americans are paying more than ever for credit. According to a recent report, credit cards now carry an average interest rate of...

Finance: Ten tips for year-end tax planning

By John J. Renner II Where did 2019 go? It feels like we just finished filling out our 2018 tax returns and now it’s almost...

Finance: Planning your transition to retirement

By Shannon Rowan Benjamin Franklin is credited with saying, “If you fail to plan, you are planning to fail.” Countless factors can influence retirement security. Perhaps...

Finance: Now is a good time to take out a business...

By R. Bruce Gemmill Last month the Federal Reserve lowered interest rates .25 basis points. Usually the FED lowers rates to bolster an uncertain or...

Finance: Legal planning for your newly adult child

By Kim Fiske In the excitement and apprehension of saying goodbye to high school friends, packing to leave home and selecting new classes, it’s easy...

Finance: Finding your financial personality: Are you a maverick or a...

By Brand Point When it comes to managing your finances, are you more likely to be spontaneous and optimistic or stick to a formal plan?...