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Christi Powell | Jun 2, 2022

Our Biggest Financial Challenges are often Self-Inflicted

Finance
In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a
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Christi Powell | May 30, 2022

Universal Life Insurance Explained

Insurance
Universal life insurance was launched in the early 1980’s at a time when interest rates were historically high and its forebear, whole life insurance couldn’t
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Christi Powell | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Christi Powell | May 23, 2022

Use Education Savings Plans to Boost Your College Fund

Finance
College
Savings
Family
A growing number of parents are becoming concerned over the limitations of their college savings options and the poor returns they’re generating. 529 college
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Two men sitting at a table and having a conversation
Christi Powell | May 19, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Man in a graduation cap and gown
Christi Powell | May 17, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Elderly woman doing yoga in a park
Christi Powell | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Parents holding their child's hands. The child is jumping
Christi Powell | Apr 4, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Christi Powell | Mar 31, 2022

How to Build a Realistic Budget and Stick with it

Finance
At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow
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Christi Powell | Mar 28, 2022

When Should I Get a Variable Life Policy

Insurance
A growing number of parents are becoming concerned over the limitations of their college savings options and the poor returns they’re generating. 529 college
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Christi Powell | Mar 24, 2022

ETFs or Index Funds – Which is Better for the Passive Investor?

Finance
Investments
ETFs and index mutual funds are emerging as the investment of choice for investors who are discovering the virtues of passive investing. Not surprisingly they
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Two people having a picnic by a lake
Christi Powell | Mar 21, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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