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Keep Calm, Stay Invested

Understanding Ransomware and How to Protect Yourself

 

For those of who might have missed this Associated Press article explaining what ransomware is and some ways to protect your computer and information, we reference it here: https://www.nytimes.com/aponline/2017/05/12/us/ap-ca-ap-explains-ransomware.html

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

Three Ways to Lower Your Insurance Costs This Year

If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs. Here are three tips for lowering your insurance costs while improving your coverage in the coming year.

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.

Your Annual Financial To-Do List - 2017 (Updated February 2017)

Financial Priorities At Various Life Stages

Here's an article from The New York Times that summarizes financial priorities for stages of our lives.  It's worth the read:

In-Service Withdrawals from Employee Retirement Plans

Tax Documents 1099 Mailing Schedule for 2016 Tax Reporting

Tax season can be a very busy time of year, and therefore we wanted to provide you the specific details regarding the Form 1099 tax reporting schedule to help you plan ahead. As in past reporting years, the goal is to provide the information as early as possible.

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