Personal Finance

Tax Reform Proposal: Things to Consider

Senior Estate Planner Mike Repak explains some of the implications of certain aspects of the current House tax plan proposal.


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Protecting Your Loved Ones with Life Insurance

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. It's important to understand the different types of policies and what type of insurance is right for you in order to protect your loved ones.


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Don't Let Health Care and Long-Term Care Costs Consume Your Retirement Savings

You’ve worked incredibly hard to build the nest egg that you’re heading into retirement with, so why not do what you can help protect that nest egg against one of the largest retirement risks you’re likely to face—health care and long-term care expenditures.

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Why Use Life Insurance in Estate Planning

Take a closer look at some of the benefits of owning life insurance such as liquidity, estate equalization, and protecting your legacy and learn about the useful role life insurance plays in the estate planning process.


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Caring For Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before. It's always better to be prepared.

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The Equifax Data Breach

In an increasingly digital world, privacy protection and cyber security is as important as ever. Equifax announced on September 7, 2017 a cybersecurity data breach incident potentially impacting approximately 143 million U.S. consumers. Here's what you should know about the event and where you can go to get more information.


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Digital Deception: Current Trends in Cybercrime

Cybercrime is one of the risks of today's digital world. It's important to be aware of the trends in cybercrime and the ways you can help protect your identity and privacy. Learn more about what's happening in cyberspace today and be sure to think before you click.



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