The Blog2020-07-02T10:46:07-05:00

The Blog

An investment in knowledge pays the best interest

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Choosing an Income Tax Filing Status

October 21st, 2020|

Selecting a filing status is one of the first decisions you'll make when you fill out your federal income tax return, so it's important to know the rules. And [...]

Choosing an Insurance Provider

October 14th, 2020|

The sale of insurance products has undergone enormous change in the past 10 years. Before 1990, the only way to buy property and casualty insurance was through the insurance [...]

Retirement Plans for Small Businesses

October 7th, 2020|

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed certain tax benefits for establishing an employer-sponsored retirement plan, including [...]

Retirement Plans for Small Businesses

October 7th, 2020|

As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you're allowed certain tax benefits for establishing an employer-sponsored retirement plan, including [...]

Types of Insurance

September 30th, 2020|

Each day, you face a variety of risks--risks to your life, your health, and your property. Although you can't eliminate many of these risks, you can take steps to [...]

Six Keys to More Successful Investing

September 23rd, 2020|

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible [...]

Business Interruption Insurance

September 16th, 2020|

A natural disaster like a tornado or a fire can strike your business at any time, possibly resulting in a forced shutdown and an interruption of your normal business [...]

Education Tax Credits

September 9th, 2020|

It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's college semester bill, and you [...]

Ask The Experts Episode 49

September 5th, 2020|

"ASK THE EXPERTS" IHEART RADIO TALK RADIO 1190AM Tune in to listen to “Ask The Experts” with speaker Josh W. Strittmatter CFP®, CRC®, president and [...]

Education Tax Credits

It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad enough, you recently paid your child's college semester bill, and you [...]

Ask The Experts Episode 49

"ASK THE EXPERTS" IHEART RADIO TALK RADIO 1190AM Tune in to listen to “Ask The Experts” with speaker Josh W. Strittmatter CFP®, CRC®, president and [...]

Insuring Your Home Business

If you have recently started your own business and work out of your home, you'll probably need to upgrade your insurance program. At-home business owners often make the mistake [...]

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget [...]

Investing in Stocks

Why invest in stocks?The main reason that investors buy stock is to seek capital appreciation and growth. Although past performance is no guarantee of future results, stocks have historically provided [...]

7 Tips For Handling Market Volatility

Don't put your eggs all in one basketDiversifying your investment portfolio is one of the key ways you can handle market volatility. Because asset classes often perform differently under different [...]

Ask The Experts Episode 49

"ASK THE EXPERTS" IHEART RADIO TALK RADIO 1190AM Tune in to listen to “Ask The Experts” with speaker Josh W. Strittmatter CFP®, CRC®, president and [...]

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget [...]

Ask The Experts Episode 31

"ASK THE EXPERTS" IHEART RADIO TALK RADIO 1190AM You can have all your questions answered during this session of “Ask The Experts” with guest speaker [...]

Closing A Retirement Income Gap

Delay retirement: 65 is just a numberOne way of dealing with a projected income shortfall is to stay in the workforce longer than you had planned. This will allow you [...]

Working During Retirement

Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.Why [...]

Insuring Your Home Business

If you have recently started your own business and work out of your home, you'll probably need to upgrade your insurance program. At-home business owners often make the mistake [...]

Do You Need Travel Insurance?

Soon you'll be on your way, taking that trip you've looked forward to for ages--but suppose something happens. If you get sick, lose your suitcase, or have to cut your [...]

Long-Term Care Planning Checklist

General Information1. Has relevant personal information been gathered?NameDate of birthLegal state of residenceHealth status, including medications being takenMarital statusFamily members available for supportName, phone number, and address of attorney, physician, [...]

Properly Insuring Your Business

Imagine this: Your distribution business is thriving. You have a handful of talented employees and a stack of orders. Then, the unthinkable happens. You or one of your employees is [...]

Health Insurance While Traveling

Will your health maintenance organization make it across the country?Your individual or group health insurance policy typically covers you and your family if you are traveling within the United States. [...]

Insuring Your Home Business

If you have recently started your own business and work out of your home, you'll probably need to upgrade your insurance program. At-home business owners often make the mistake [...]

Financial Basics For Millennials

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all [...]

Properly Insuring Your Business

Imagine this: Your distribution business is thriving. You have a handful of talented employees and a stack of orders. Then, the unthinkable happens. You or one of your employees is [...]

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