Blogs

May 23, 2022

Medicare Scams: What You Need to Know

Medicare Scams can be dangerous to senior citizens if they do not know how to identify a scam call.

Apr 21, 2022

How to Calculate the ROI a College Gives Graduates

There are now sources that will show you the ROI of thousands of colleges and universities across the United States.

Apr 19, 2022

News and Information for Employers: The biggest trending benefit this year

What do employees want - is it comprehensive benefits, flexible schedules or increased compensation? Responses range from guaranteed income

Apr 8, 2022

Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor

Apr 5, 2022

Recapping the Bumpy 1Q 2022 Ride

This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.

Feb 18, 2022

February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?

With February being Financial Aid Awareness Month, take a look at this description of financial aid opportunities for students entering coll

Jan 12, 2022

Lift Retirement: How to Prepare for a 401(K) Audit

From this perspective, you might think there is no chance that you’re walking out of an audit unscathed. However, the outlook is a little...

Jan 6, 2022

News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments

As people approach their golden years and prepare to transition out from full-time work, personal and financial considerations begin to...

Jan 5, 2022

Fourth Quarter Recap & First Quarter Outlook

Stock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...

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