View Recent and Past Newsletters

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

This article will share some fun hobbies for retired people that might be out of their normal expectations.

Are Online Banks Safe to Use? This is a very common question I get in meetings and over the phone from clients. The answer is yes, as long as the Federal Deposit Insurance Corp. insures an online bank, it will offer the same coverage as the FDIC-insured bank you use. FDIC covers up to $250,000 per account for each individual customer. You can confirm a bank is FDIC insured by using the FDIC’s BankFind tool (https://banks.data.fdic.gov/bankfind-suite/bankfind), which permits searches by bank name or web address. You should also consider that an online bank with a high yield may be associated with a familiar traditional bank. Sometimes, an online bank division may share the same insurance as their brick-and-mortar division. Citizens Access or Investors eAccess are two examples:

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.