Mid-Year Is a Good Time for a Financial Checkup

The first half of 2021 is behind us. As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is continuing on the right path. Reassess your financial goals At the beginning of […]

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Crisis Averted? Financial Help for Struggling Renters and Landlords

By one estimate, U.S. landlords were owed about $57 billion in unpaid back rent at the beginning of 2021. The average household that fell behind owed about four months of rent, or $5,600. Altogether, more than 10 million U.S. families were facing the possibility of eviction.1 Many landlords, including those who depend on rent payments […]

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Keep your family secure with a comprehensive financial plan

Ensuring financial security for yourself and your family comes at a price. We’re not talking about dollars, but what might be commodities just as precious: your time and concentration. When was the last time that you undertook a review of all aspects of your financial life? Like many people, you’ve probably reviewed your portfolio and […]

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