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Newsletter Articles

Caught in a Data Breach? How to Reclaim Control of your Credit and Identity
September 17, 2014

By the end of the first quarter 2014, more than 200 data breaches compromised millions of consumer records, according to the Identity Theft Resource Center, which keeps track of reported data breaches. Stunned? Data breach stats are even more staggering if you’re among the millions of Americans caught up in…

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The Real Cost of Delaying Retirement Savings will Shock You
August 19, 2014

Recent graduates have a lot on their minds: moving, finding a job and the looming repayment of school loans. Retirement is typically low on the list of priorities, but ignoring the issue entirely can literally cost young professionals hundreds of thousands of dollars. It’s difficult to think about retirement when…

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Your Life Insurance Policy May Provide Value for You Now
July 10, 2014

There are times in our lives when we realize the importance of what we do and how good it feels to be able to helps our clients.  Our very own Thomas Raetz, knows this feeling first-hand.  Thomas has seen how a chronic illness can adversely affect a family’s financial plan….

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Long-Term Care: Most Asked Questions Answered
May 19, 2014

Have you thought about the consequences living a long life will have on your family? Although everyone’s situation is unique, I can only imagine there are millions of individuals who are concerned with aging.  Either an aging parent or how they themselves are aging.  And to make matters worse are…

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Five Secrets for Long-term Financial Success
April 16, 2014

By Rhiannon Williamson Future financial success is not a guarantee that any one of us can rely upon, no matter how wealthy we are now or intend to become. There are however five future proofing financial steps that we can take to protect our current financial status, improve our future financial…

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How To Keep Your Health Up and Costs Down
March 19, 2014

No matter your age, you can help keep your body healthy and your money out of the health care system by eating right, exercising and avoiding habits that contribute to chronic illness.  Having the appropriate insurance may also help your bottom line more than you think.  Follow this guide to…

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Ask the Pharmacist: Expert Advice for Navigating Medicare Part D Enrollment.
February 18, 2014

If you’re confused about health care reform and Medicare you’re not alone.  Thousands of Americans are looking for answers too. A new survey from Express Scripts titled “Fifty States of Confusion,” confirms that seniors are misinformed about how leath care reform will impact their Medicare benefits. “It’s worrisome; one-in-five seniors…

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Behind in Saving for Retirement? Approaches to Catching Up
January 21, 2014

Does the pace of your busy personal and professional life leave you feeling like you’re always playing catch up? From finally reading that best-seller that’s been sitting on your book shelf for a year to getting a solid eight hours of sleep to making sure you have enough money set…

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Overcoming the top 5 challenges of being retirement ready in 3 simple steps
December 16, 2013

It’s no secret that Americans aren’t saving enough for retirement. Many people are coming up short when it comes to funding their nest egg. But why is the problem so wide-spread? Insight can be found in the human behaviors that tend to get in the way of saving adequately. The top…

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July 2013 LIMRA Survey
November 22, 2013

In July 2013, LIMRA conducted an online survey of 1,636 U.S. consumers to gauge their understanding and basic knowledge of disability insurance, government programs, and the risk of being disabled. They asked consumers a series of true/false and multiple-choice questions on topics selected to measure how well consumers understand both…

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