Blog posts by tag

 Life doesn’t stand still and neither should your life insurance coverage. That’s why it’s important to review your policy annually or after significant changes to your life circumstances, financial goals or insurance market conditions.For instance, if you’ve recently welcomed a child, you might want to increase your coverage to ensure your …

 Welcome to the third quarter of 2024! As I write this, summer is in full swing. Many of us  are likely enjoying precious time with loved ones, taking vacations, and creating lasting memories. It's a time for relaxation, exploration, and recharging before the busy fall season sets in.Speaking of transitions, the last month has been marked …

 by Jason Hamilton, CFP®Most of us have known for years that we can contribute to our employer 401(k) through automatic payroll deductions. It’s become a common practice and many employers have established retirement plans to help attract and retain employees. When the company matches employee contributions, it becomes a powerful tool for you …

 by Jason Hamilton, CFP®At the start of each New Year, many of us sit down and spend a few minutes thinking about our finances for the year to come. As you prepare to do so this year, please don’t overlook the following potential changes as the Tax Cuts and Job Act (TCJA) sunsets at the end of 2025.The Tax Cuts and Job Act (TCJA) which …

 by Jason Hamilton, CFP®Life-changing events such as retirement involve an ongoing process of emotional adjustment, often not thought of or addressed until after the “Big Day.” In reality, it’s many of the same emotions you’ve already gone through while planning for a marriage or if you’ve experienced a divorce. The latter have years and years …