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5 Things That May Be Causing You to Pay More for Auto Insurance

Collision Coverage and What Car You Drive This is the most expensive part of the policy. The insurance company knows that they are the ones ...

5 Investment Themes of a Biden Administration

The Associated Press has declared Joe Biden the winner of the 2020 election and expected to become our 46th President in January. This means a new ...

Umbrella Insurance – Don’t get caught in the rain!

We find that umbrella insurance is one of the most overlooked, least known insurance policies from clients we work with. They know about basics of ...

Can your home or auto insurance stop you from retiring on time?

Why is my home and auto insurance important? We often find that most clients neglect the role their home and auto insurance play in their ...

2020 Election and Your Investment Portfolio

The “Questions” we are getting Just as in 2016, we are fielding many questions about the elections. The questions come in the form of the ...

3 Common Mortgage Refinance Questions

Given the current historic low interest rates, we are getting these three questions a lot: Should I be refinancing my mortgage right now? Do I ...

The DOW Has Made Changes, What Does This Mean?

News hit recently that the Dow Jones Industrial Average (DOW) has made changes to its lineup of stocks for the first time since 2018. The ...

The CARES Act Stimulus Package: What You Need to Know!

On Friday, the President signed into law the largest relief stimulus package ever; the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES ...

What are you eating to stay healthy during the quarantine?

Everyone that knows me knows that I love salad.  Here’s a very easy, hearty superfood salad that I made:  Makes 2 meal sized portions: 2 ...

If Everything in A Store was 30% Off, Would You Go Shopping?

During these kind of times in the markets there can be very little room for optimism. People are seeing their accounts lose value day after ...

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13 Lessons I Learned From My Dad Beratung

13 Lessons I Learned From My Dad

My father was called home to be with God 13 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 76th birthday. There is not a day that goes by that I do not think of my dad. In his memory, I wanted to share the 13 most important lessons he taught me, one for each year he has not been with me.

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