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July Client Newsletter Thumbnail

July Client Newsletter

As Americans, we have the liberty to act, speak, think, and worship freely. This precious liberty was fought for, and it has been upheld for more than two centuries, at great cost. As we enjoy the holiday, it is worth remembering that we live in a nation like no other, born from a brave and courageous vision and sustained by those who believe in the American dream.

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June 2022 Client Newsletter Thumbnail

June 2022 Client Newsletter

The Five Main Obligations for Financial Professionals Best Interest – Financial professionals must act in the best interest of the consumer under the circumstances known at the time the recommendation is made, without placing the financial professional’s or the insurer’s financial interest ahead of the consumer’s interest

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May 2022 Client Newsletter Thumbnail

May 2022 Client Newsletter

Happy Memorial Day Memorial Day, originally called Decoration Day, is a day of remembrance for those who have died in service of the United States of America. Over two dozen cities and towns claim to be the birthplace of Memorial Day. While Waterloo N.Y. was officially declared the birthplace of Memorial Day by President Lyndon Johnson in May 1966, it’s difficult to prove conclusively the origins of the day.

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April 2022 Client Newsletter Thumbnail

April 2022 Client Newsletter

Reverse Mortgages A reverse mortgage is a means of turning the value of home ownership into cash. All or part of the equity in the home can be converted into cash without having to sell the home or taking on additional monthly bills, as would be the case with taking on a second mortgage. To be eligible for most reverse mortgages, homeowners must be 62 years of age or older.

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March 2022 Client Newsletter Thumbnail

March 2022 Client Newsletter

Are you Considering a Domicile Change? Recently, I met a couple who were both retiring, and asked my thoughts on what state may be best for them. They had no children and wondered what states I had heard many people were leaving and entering. On one hand, they were trying to hedge the risk of higher taxes in the future and on the other, gain feedback from what others have done.

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January 2022 Client Newsletter Thumbnail

January 2022 Client Newsletter

Get Control of Your Finances this Year! Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances. Explore these strategies to work towards a more financially stable future.

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