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Image for Will the DOL’s Fiduciary Standard Rule Affect You?

Aug 9, 2017

Will the DOL’s Fiduciary Standard Rule Affect You?

If you’ve heard about the Department of Labor (DOL) Fiduciary Standard Rule but are unsure how it will actually affect you, you’re not ...

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Aug 9, 2017

College Costs: What’s a Parent to Do?

Whether it’s the moment you first hold your newborn in your arms, send her off to preschool, or watch him cross the line in a kindergarten ...

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Aug 7, 2017

Your Aging Parent Is Ill – Now What?

If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...

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Jul 31, 2017

Travel Insurance: 3 Things to Know

Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...

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Jul 24, 2017

Annual Checkup Equals a Healthy Portfolio

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!

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Jul 17, 2017

Stock Market: Stay In or Get Out?

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

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Jul 10, 2017

Demystifying “Equity Compensation”

Does your employee incentive package include something called “equity compensation?” If so, congratulations! If all goes well, equity ...

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Jun 26, 2017

International Stocks: Is Now the Time?

After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...

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Jun 19, 2017

Saving Cash Abroad

Summer is here and the travel season is in full swing. If you’re planning to vacation abroad and explore other countries, now’s the time ...

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Jun 12, 2017

A Perfect Storm For Long-term Care Insurance

The long-term care industry continues to face a perfect storm. Sales are shrinking, premiums are increasing (especially for women), interest rates ...

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May 23, 2017

Home Prices: Going Up Says the Magic 8 Ball

Thinking about buying or selling a home? In Central Indiana, home prices have never been stronger! Will this trend continue? If so, how long? ...

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May 15, 2017

Longevity Planning: Covering all the Bases

You’ve executed a last will and testament and created a plan for divvying up your assets when you pass. You’re covered, right? Not ...