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Blog

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Danielle Ives | Dec 13, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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Danielle Ives | Dec 6, 2021

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
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Danielle Ives | Nov 29, 2021

Have a Long Term goal? Financial Planning can Help You get you there

Finance
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A
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Credit cards in wallet in back pocket.
Danielle Ives | Nov 22, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Paper report.
Danielle Ives | Nov 15, 2021

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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Row of classic cars.
Danielle Ives | Nov 8, 2021

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
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An exit sign in a modern office building
Danielle Ives | Nov 1, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Danielle Ives | Oct 25, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Danielle Ives | Oct 18, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Patient walking with a walker.
Danielle Ives | Oct 11, 2021

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
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Man hiking in desert.
Danielle Ives | Oct 4, 2021

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
Read More
SUV driving down highway.
Danielle Ives | Sep 27, 2021

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
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