Eight Tips for a Solid Financial Foundation

Eight Tips for a Solid Financial Foundation

Shift the paradigm. Remove the mindset of “I make this amount, I spend this amount, and whatever is leftover I may get around to saving.”  Focus on your life goals and make this shift: “I make this amount, I need to save this amount for my life goals, and I will spend what’s leftover (my […]

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Eight Tips for a Solid Financial Foundation
Bank on It: How to Avoid Moving Backwards by Standing Still

Bank on It: How to Avoid Moving Backwards by Standing Still

For both personal households and non-profit or for-profit organizations, the pandemic period of the past two years has brought great uncertainty as to its impact on respective income streams.  The result for many has been a shift to the maximum safety of cash, money markets and similar vehicles, essentially leaving large amounts of assets sitting […]

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Bank on It: How to Avoid Moving Backwards by Standing Still
Know When an LLC Won’t Protect You

Know When an LLC Won’t Protect You

Every investor and business owner should understand the concept of “piercing the corporate veil,” because in this instance, ignorance could be costly. When a company is established via a limited liability company (LLC) or incorporated as a C corporation or an S corporation, a distinct legal entity is created. Many of us are familiar with […]

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Know When an LLC Won’t Protect You
Preparing Financially for the Birth of a Child

Preparing Financially for the Birth of a Child

Whether you’re pregnant, a new parent, or simply considering starting a family, there’s much to consider when planning for the arrival of a new baby. It’s no secret that kids are expensive, but with a little planning, you can feel confident and prepared for this big adventure!  We’ve identified a few considerations below, broken out […]

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Preparing Financially for the Birth of a Child
Are Pet Insurance Policies A Good Investment?

Are Pet Insurance Policies A Good Investment?

We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]

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Are Pet Insurance Policies A Good Investment?
What do I do with my money? Developing a savings plan to fund your goals

What do I do with my money? Developing a savings plan to fund your goals

Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]

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What do I do with my money? Developing a savings plan to fund your goals
How To Talk To Your Parents About Their Financial Future

How To Talk To Your Parents About Their Financial Future

So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]

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How To Talk To Your Parents About Their Financial Future
5 Ways to Stay Secure Online

5 Ways to Stay Secure Online

The world is becoming more and more digital where we have access to just about any information at the touch of our fingers. Think about how many times you pick up your phone or laptop on a daily basis and all the information that is stored on it – personal documents and information, account numbers, […]

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5 Ways to Stay Secure Online
Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Overview Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following: The impact of […]

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Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act
Don’t Lose Track of your Retirement Accounts!

Don’t Lose Track of your Retirement Accounts!

With everything that goes on in our daily lives, it’s easy to forget about our retirement plan accounts which are setup to automatically help save for the future. Below are a few questions to consider to ensure your retirement accounts are up to date. Have you created personalized login credentials to view your retirement account? […]

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Don’t Lose Track of your Retirement Accounts!