September, 2016

Thursday, September 29, 2016

Did You Know? The NEW Ways to Access Long-Term Care Benefits

If you’re nearing retirement you may be familiar with traditional long-term care insurance.  It can be complicated, expensive, and if... View Article

Thursday, September 22, 2016

Money for the Kids: Building a Legacy for Generations

Transferring wealth is a key consideration in my clients’ retirement plans.  Passing assets to future generations takes careful planning to... View Article

Thursday, September 22, 2016

Market Braces for Upcoming Fed Meeting

Enjoy the latest post from Derek Prusa, Senior Market Analyst at FormulaFolios Investments. I am happy to present this week’s... View Article

Thursday, September 15, 2016

Lazy Money? Put It to Work!

We all hate the thought of Lazy Money:  the money that is earning less than 1% at the bank or... View Article

Thursday, September 15, 2016

US and EU Interest Rate Speculation Triggers Market Downturn

Enjoy the latest post from Derek Prusa, Senior Market Analyst at FormulaFolios Investments. I am happy to present this week’s... View Article

Thursday, September 8, 2016

S&P Ends Month Negative for First Time Since February

Enjoy the latest post from Derek Prusa, Senior Market Analyst at FormulaFolios Investments. I am happy to present this week’s... View Article