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March 2017

Do you know anyone contemplating divorce?

2018-01-04T10:56:42+00:00

We have an upcoming Divorce Workshop on March 11, 2017; see spot on Kare11. Click here to register for our Divorce Workshop! Watch Our Video on Kare11 Click this direct link to the video:  http://www.kare11.com/money/avoiding-financial-pitfalls-in-divorce/414589083

Do you know anyone contemplating divorce? 2018-01-04T10:56:42+00:00

May 2016

April 2016

When Life Insurance Becomes Taxable

2017-10-02T15:52:39+00:00

Consider these facts on aging from the 2010 Census¹: The highest growth rate for a 10-year age group within the older population (age 65+) was for men 85 to 94 years old (+46.5 percent). Women in this age group grew by 22.9 percent. Men 90 to 94 years old had the fastest growth rate (+50.3 [...]

When Life Insurance Becomes Taxable 2017-10-02T15:52:39+00:00

Insuring Your Second Home

2018-01-04T10:56:42+00:00

Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in 2006.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different than what you have on your primary home. The Unique [...]

Insuring Your Second Home 2018-01-04T10:56:42+00:00

March 2016

Social Security Benefits: How Much Will I Receive

2018-01-04T10:56:42+00:00

Next to “When should I claim Social Security benefits?” one of the more common questions people have is “How much will I receive?” Calculating your potential Social Security benefit is a three-step process: Calculate Your Average Indexed Monthly Earnings (AIME): The highest 35 years of indexed earnings is added together. It is then divided by [...]

Social Security Benefits: How Much Will I Receive 2018-01-04T10:56:42+00:00

The Value of Insuring Against Life’s Risks

2018-01-04T10:56:42+00:00

Did you know that... Approximately 100 million American workers have no private disability income protection,¹ 30 percent of U.S. households have no life insurance,² and About one in eight drivers are uninsured?³ If you ask a homeowner, replacing a roof is probably the least satisfying expense he or she will ever face. While the value [...]

The Value of Insuring Against Life’s Risks 2018-01-04T10:56:42+00:00

Creative Ways to Motivate Your Employees

2018-01-04T10:56:42+00:00

The common thread that runs through all small businesses, from professional services to manufacturing, is that a motivated workforce is central to your business’s success. Here are some quick, inexpensive, and potentially effective ways to motivate your employees and improve your employee retention. Weekly “Good News” Emails Too often the business day can be about [...]

Creative Ways to Motivate Your Employees 2018-01-04T10:56:42+00:00

February 2016

Six Most Overlooked Tax Deductions

2018-01-04T10:56:43+00:00

Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. Reinvested Dividends: When your [...]

Six Most Overlooked Tax Deductions 2018-01-04T10:56:43+00:00

“Dirty Dozen” Tax Scams to Watch For

2018-01-04T10:56:43+00:00

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The 2015 “Dirty Dozen” Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of [...]

“Dirty Dozen” Tax Scams to Watch For 2018-01-04T10:56:43+00:00