Firearms Transfer Rules Update

Whether it is at your retirement or your death, an often overlooked issue can cause many problems. Whether you have two firearms or 20+, there is a process to transfer them to another person. I know you are fully aware

Have Your Beneficiaries Been Updated Lately?

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

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Do You Have Umbrella Insurance?

A standard umbrella policy covers all vehicles on your policy and your home for injuries caused to guests or visitors on your property. An umbrella policy also may cover libel or slander claims.

Are Your Assets Protected?

Asset protection is more important than ever before. Today, you have risks at every turn. Lawsuits, high cost of long-term care, auto and home accidents, or years of Probate. All too often, we settle and fail to consider the importance

RS provides cafeteria plan relief for the pandemic

In response to the COVID-19 pandemic, Congress enacted temporary special rules for health flexible spending arrangements (FSAs) and dependent care assistance programs under Sec. 125 cafeteria plans.

Financial Planning: 10 Opportunities for 2021

Have you set specific financial, investment, estate and philanthropic goals for 2021 and beyond? If not, these ideas can get you started. If so, fantastic—these 10 opportunities can enhance your plans. A volatile 2020 that favored

5 Must Haves in Your 2021 Financial Plan

Start the new year with a plan, but don't leave out these important considerations. A new year offers everyone an opportunity to revisit their financial priorities and to document them in a written financial plan. In an effort to keep

Financial counseling

The Young Person’s Guide to Investing

Narrowing down all the options and figuring out where to turn can be paralyzing. We’ve got you covered. Investing doesn’t have to be that complicated. But when you’re just starting out, it can be hard to knock it off your

A Financial Planner Is Important Now

A Financial Planer Is Important Now After a pandemic rattles the economy, professional advice can be crucial for investors. Investors must navigate a global pandemic that resulted in unemployment, market volatility and crushing economic losses.

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COVID-19 Stimulus Payments Round 2: What You Need to Know

Congress has finally reached a bipartisan deal on a $900 billion Coronavirus Relief stimulus package, and the President has signed it into law. This one also includes a stimulus payment, but...

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