Umbrella insurance, also known as excess personal liability insurance, isn’t just for the wealthy. If you: drive a motor vehicle, own...

As of early 2020, 45 million borrowers collectively owe $1.6 trillion in student loan debt in the United States, weighing in at the...

By now, most of you know who we are, but do you know what we actually do? Aside from having “Financial” in our name, how do we help people?

Do Something: Start...

The ceiling limit for “high-cost areas”, including King and Pierce counties, will be $726,525. These new limits give borrowers more purchasi

In a cash-out refinance, you refinance an existing mortgage loan with an even larger loan. You can take the difference between the old and n

Here’s how personal umbrella coverage protects you:  Let’s say you're sued for $1 million after an auto accident or an incident on your

How’s your retirement distribution strategy? Could it use some help?

With so many insurance terms, products and requirements, it’s no wonder there is actually a day dedicated to insurance awareness.

Is Medicare enrollment automatic?  Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par

You take a huge risk when you depend solely on your investments – especially if you have dependents.

If risk were not a consideration, we would put all our money in stocks.  But the stock market is volatile, subject to cyber and world events

Making things easier for your heirs is not difficult, but it may take a few hours to compile. Try breaking the task into manageable sections

Our brains work differently when under stress, meaning we can make emotionally distraught decisions that can lead to poor choices.

Giving to charities is a great way to help out your community and give back during the holiday season. Charitable gifting can take many...

The 6 basic daily activities people do in a general day on their own without help. A person’s ADL abilities will affect the type of long-ter

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

If you're committed to becoming a financially secure senior, you can take advantage of accounts created to make saving easier by...

If you are over 50 and have delayed saving for retirement, you may still have time to fund your retirement by taking these actions now: ...