Stay on Target

If you lack the time to allocate your retirement plan assets on your own, target-date mutual funds* may be an option for you. Similar to age-based, lifecycle and target-risk funds, target-date funds are designed to follow an investing path that changes when risk tolerance and time horizons change.

Young Adults and Life Insurance

How much life insurance should a person carry? The answer varies wildly, even among experts, but we know that “how much” changes as life changes. There are a variety of life circumstances that can influence your answer.

Tax Benefits of a Traditional IRA

If you’re still looking for a tax deduction on your 2019 tax return, consider contributing to a traditional IRA.

Cyberspace Security Tips

How can you safeguard your vital financial information if you do business online?

Overhead Expense Insurance

You may be aware that disability income insurance can protect your employees’ ability to earn an income should a long-term disability keep them from work. But did you know there is also a type of insurance that may also protect a business financially in the same circumstances?

5 Ways to Cut College Costs

If you have a child who is a junior in high school, you may have road trips to explore colleges on your schedule in a few months. Before deciding on a school, explore ways you can cut increasingly expensive college costs.

Fastest-Growing Occupations

Another way to make college cost-effective is to explore whether your student is working toward a degree in a growing or shrinking industry. Take a look at the projected growth to 2028 salaries and the 2018 median income, for these jobs:

Last-Minute Tax Breaks

Customized Insurance Coverage

As when buying a new car, life insurance also offers a variety of options known as “riders”. Take a look at the following riders* (in alphabetical order) to see if any help with your insurance protection needs:

Real Estate and QBI

The IRS issued a final ruling explaining how to qualify for a real estate income safe harbor to receive the Qualified Business Income (QBI) deduction. You will need to make this safe harbor determination annually.