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Blog

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Christi Powell | Feb 14, 2022

Life Insurance and Annuities for True Lifetime Protection

Insurance
It is not often that the topics of life insurance and annuities are brought up in the same discussion, primarily because they serve two very distinct purposes
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Christi Powell | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Christi Powell | Feb 7, 2022

The Art and Science of Asset Allocation

Finance
Investments
Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through
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Christi Powell | Feb 3, 2022

What are your Portfolio Performance Expectations?

Finance
Investments
In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what
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Christi Powell | Jan 31, 2022

Establishing Goals for Your Estate Plan

Finance
Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their
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Christi Powell | Jan 27, 2022

Intelligent Options for College Savings

Education
Finance
College
Savings
Family
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
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Christi Powell | Jan 24, 2022

Are My Social Security Benefits Taxable?

Finance
Retirement
The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle
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Professionally dressed man and woman looking at a tablet
Christi Powell | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Christi Powell | Jan 17, 2022

Financial Decisions Made Easy with Clearly-Defined Goals

Finance
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Christi Powell | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Christi Powell | Jan 10, 2022

Are Investors Their Own Worst Enemy?

Finance
Investments
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is
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Christi Powell | Jan 6, 2022

Elections and the Stock Market: Much to Do About Nothing

Investments
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s
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