Caught in a Data Breach? How to Reclaim Control of your Credit and Identity

By the end of the first quarter 2014, more than 200 data breaches compromised millions of consumer records, according to the Identity Theft Resource Center, which keeps track of reported data breaches. Stunned? Data breach stats are even more staggering if you’re among the millions of Americans caught up in one every year. In addition to the potential monetary loss and identity theft risks, data breaches can also rob you of your sense of security and...

The Real Cost of Delaying Retirement Savings will Shock You

Recent graduates have a lot on their minds: moving, finding a job and the looming repayment of school loans. Retirement is typically low on the list of priorities, but ignoring the issue entirely can literally cost young professionals hundreds of thousands of dollars. It’s difficult to think about retirement when you’re just starting your career and trying to make ends meet.  It sounds counterintuitive but retirement planning should really be the first...

Your Life Insurance Policy May Provide Value for You Now

There are times in our lives when we realize the importance of what we do and how good it feels to be able to helps our clients.  Our very own Thomas Raetz, knows this feeling first-hand.  Thomas has seen how a chronic illness can adversely affect a family’s financial plan. Thomas’ client, 64, retired, a husband and a father, who suffered a stroke and also diagnosed with kidney failure has experienced a significant depletion in financial assets due to the costs of...

Long-Term Care: Most Asked Questions Answered

Have you thought about the consequences living a long life will have on your family? Although everyone’s situation is unique, I can only imagine there are millions of individuals who are concerned with aging.  Either an aging parent or how they themselves are aging.  And to make matters worse are terrified at the thought of possibly needing care.  Everyone wants to preserve their lives through dignified care in their final years.  I can also only imagine that...

Five Secrets for Long-term Financial Success

By Rhiannon Williamson Future financial success is not a guarantee that any one of us can rely upon, no matter how wealthy we are now or intend to become. There are however five future proofing financial steps that we can take to protect our current financial status, improve our future financial prospects and secure our long-term financial success. 1) Know The Different Between Good Debt & Bad Debt Bad debt is any debt that accrues interest month after month...

How To Keep Your Health Up and Costs Down

No matter your age, you can help keep your body healthy and your money out of the health care system by eating right, exercising and avoiding habits that contribute to chronic illness.  Having the appropriate insurance may also help your bottom line more than you think.  Follow this guide to see if you have what you need at various stages in life. 20’s Younger people tend to have fewer medical issues, but that doesn’t mean you should ditch health...

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