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Blog

Compass on wood table.
Christi Powell | May 10, 2021

The Biggest Reasons to Own Life Insurance

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Woman writing in a paper planner with a pen
Christi Powell | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Dandelion blowing in the wind.
Christi Powell | May 3, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Person sitting on dock staring out at water.
Christi Powell | Apr 29, 2021

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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Christi Powell | Apr 26, 2021

6 Tips for a Cheap Valentine’s Date

Roses are red, violets are blue, Valentine’s Day can be cheap, hooray for you!
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Man sitting at a long table in front of a window. He is looking at his phone.
Christi Powell | Apr 22, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Kids sitting on a bench.
Christi Powell | Apr 19, 2021

Everything you Need to Know About Buying a Life Insurance Policy

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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Row of houses.
Christi Powell | Apr 15, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Hospital hallways.
Christi Powell | Apr 12, 2021

Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of a breadwinner’s untimely death. However
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Two Volkswagen beetles in a field.
Christi Powell | Apr 8, 2021

Demystifying Auto Insurance Rates and How to Lower Them

For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come up, and each time you spin it (getting
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Man and pregnant wife sitting on bench.
Christi Powell | Apr 5, 2021

Three Ways to Lower Your Insurance Costs This Year

If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Christi Powell | Apr 1, 2021

The Pros and Cons of Investing in a 529 Plan for College

One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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