Protect your social media: Free course

According to reports, it’s estimated that 36 billion people use social media across the world More notable is that this number is expected to rise to 44 billion in the next five years Social media has such an impact on our everyday lives, and while these platforms may seem like a fun and easy way to share photos, career changes, and general insight on trending topics,[...] Continue reading
16 October, 2020

Compliance corner: Trusted contacts amid COVID-19

The COVID-19 pandemic has forced many people to stay at home Although this has provided people with the opportunity to spend more time with their families, it has also taken a toll on income and finances To continue making payments on expenses, such as mortgages and bills, some investors have had to tap their retirement accounts for extra funds  Under the CARES Act,[...] Continue reading
13 October, 2020

Ruth Bader Ginsburg’s legacy & historic impact on personal finance

By Katharine Perry Ruth Bader Ginsburg (RBG) was revolutionary in helping women have the ability to do things we take for granted that used to be considered a “privilege” Recently, I was included in a Yahoo Money article highlighting the critical advancements made during RBG’s career Ginsburg was instrumental in making it illegal for colleges to discriminate[...] Continue reading
9 October, 2020

Impact of COVID 19 on healthcare costs

Healthcare costs can be complex, and COVID 19 has created further confusion about changes to costs and the impact of the pandemic on healthcare We’ll be hosting a webinar to address important questions and topics with Jason Seltzer from Engle-Hambright & Davies, INC (EHD) including the evolution of voluntary benefits, remote work and solutions for administering[...] Continue reading
7 October, 2020

Webinar: How to protect your stuff in 3 easy steps

You don’t need an estate and billions of dollars to need a will No matter what your situation is, someone will need to handle your financial affairs after you die and taking care of some basics now will help ensure that your assets are protected later Bryson Roof will walk you through how you can protect your stuff in just three easy steps with Jeffrey R Bellomo,[...] Continue reading
5 October, 2020

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