Our financial services blog includes information about employee benefits, wealth planning, student insurance, individual health plan solutions and more.
Finance Tips: Financial Advice That Forever Changed My Life
Highlights of the best finance tips. A roundup of financial tips right now, including the best financial advice you've ever received.
What are Investment Policy Statements?
Contributed by: Angela Palacios, CFP® Each investor is unique. You have your own attitudes, expectations, objectives, and guidelines for your investments. These factors are important to communicate to, not only your team of investment managers, but also to your family if needed (not to ment
Why Small Businesses Should Have an Accountant on Their Team
Accountants are trusted advisors that can help manage your books and guide your business from a financial perspective. Here's why you need one on your team.
Mortgage Rates, Mortgage News and Strategy : The Mortgage Reports
The mortgage interest deduction makes homeownership more affordable for those who itemize their deductions on a Schedule A. Here's how the mortgage interest deduction helps you, and why it's probably not going away any time soon.
How to give your home to your children tax-free
In order for the transaction to work properly, you’ve got to plan ahead. Here is a rundown of your options.
The happiest retirees have learned this lesson
It's all the rage now. You're supposed to find, follow ...
Who Are You Taking Investment Advice From?
Experts Suggest Investment Advice May be Best Left to the Professionals Most people who invest money and are purposeful about their retirement plans believe they have the basics of investing down. They may even consult with well-meaning friends and family when they are seeking outside guidance. However, some of the most common mistakes in inv...
5 Tax Tips for Millennials
Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.
Surgeon jumps from bridge after divorce from TV personality wife
A top local surgeon and the ex-husband of ABC News’ chief women’s health correspondent killed himself by leaping off the George Washington Bridge, it was reported Sunday. Dr. Robert Ash…