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

The Blog

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What is Long Term Care?

March 31st, 2021|

These days it seems the words “long term care” can be heard everywhere.  It’s in advertising, commercials and a in many conversations about aging parents and personal planning.  The [...]

LifeMatters at Lockheed

March 24th, 2021|

You may not realize how much Lockheed truly values their employees’ well being unless you’ve taken time to actually read through the Retirement Planning Guide or filter through all [...]

Revisiting the 4% Rule

March 10th, 2021|

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too [...]

Financial Aid Changes on the Horizon

February 24th, 2021|

The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about. On December 21, 2020, Congress passed the [...]

Risk Tolerance: What does it mean?

February 10th, 2021|

When it comes to investing there are several industry words and phrases that get used and are often assumed to be understood by the investors.  Understanding these words and [...]

Retirement Plans for Small Businesses

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 [...]

Business Interruption Insurance

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

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 [...]

Retirement Plans for Small Businesses

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 [...]

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 [...]

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 [...]

Business Interruption Insurance

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 [...]

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. [...]

Retirement Plans for Small Businesses

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 [...]

Business Interruption Insurance

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 [...]

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 [...]

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