Schedule a Free Consultation

facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights

Are Grocery Delivery Services Worth It? Thumbnail

Are Grocery Delivery Services Worth It?

You might think about how much easier it would be to have your groceries delivered, not to mention the time it would save. As we continue navigating our “new normal” amid the COVID-19 pandemic, choosing a delivery service option may, naturally, be a more appealing option than heading to the grocery store. Below, we weigh in on the pros and cons you may want to consider before utilizing a grocery delivery service.

Read More
The Student Loan Crisis: Why Did it Happen & Where Does it Stand? Thumbnail

The Student Loan Crisis: Why Did it Happen & Where Does it Stand?

Outside of mortgages, student loan debt is the largest form of consumer debt - sitting at $1.4 trillion from borrowers across the United States. The average per borrower is $37,172, as of 2017.1 While the severity of the student loan debt crisis is undeniable, the real issue is - how did we get here in the first place?

Read More
9 Facts About Social Security Thumbnail

9 Facts About Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

Read More
COVID-19 and the Markets.  What Can We Expect in the Future? Thumbnail

COVID-19 and the Markets. What Can We Expect in the Future?

We have not specifically addressed the coronavirus pandemic in these pieces yet. We did discuss reasons for the resilience of the stock market in June. And we also at various times have discussed sources of risk, something every investor should always keep an eye on. Let’s consider the situation for the rest of 2020 and beyond.

Read More
Implementing a Financial Wellness Program for Your Employees: A Guide Thumbnail

Implementing a Financial Wellness Program for Your Employees: A Guide

Over half of employees are stressed about their finances. As an employee, your career should be a source of financial relief and security—not worry. Ensuring that this rings true for your employees is important to both their satisfaction and performance. There’s a reason why 53 percent of companies have started to offer financial wellness programs.

Read More