Using Indexes as Yardsticks to Measure Portfolio Performance

Index Investing is a Global Phenomenon

A Basic Understanding of Indices Can Be An Education in the Operation of the Market

An Index Provides Insight into Market Performance

Retirement Funding

A Basic Understanding of Risk, Time Horizons and Money Goals are Necessary to Build a Performing Portfolio Over a Lifetime

It’s Almost Impossible to Put Money to Work for You When You Are Working for Your Money

You Graduate from College with Huge Student Loan Debt and then Immediately Receive Credit Cards in the Mail

Whether Brick & Mortar or Virtual Bank, Budgeting and Your checking Account Are Linked

All Financial Products Have Associated Costs, But Are They Fully Disclosed

Annuities Product Lines are Diverse with Advantages & Disadvantages

Managing Required Minimum Distributions

Timelines Are Always Shortening

Changes Can Alter Strategies When You’re In or Near Retirement

The Right Insurance Agent Can Make All the Difference

Your Policy is Only as Good as the Insurance Company’s Claims Paying Ability

Not all Voluntary Benefits Policies are Created Equal

Consumers have Choices When it Comes to Voluntary Benefit Policies

Voluntary Benefits are Saving Consumers from Bankruptcy

Social Security Support Staff Are Not Strategic Advisers of Benefits