A Financial Planning Guide for Families with Disabilities

About 61 million adults in the U.S. live with a disability. Many of these disabilities are serious enough to impact a person’s daily life.1 There may be financial benefits available to those whose disabilities leave them unable to hold down a job. However, these benefits may come with strict rules and regulations, such as limits [...]

Summer Vacations and the Allure of Timeshares

Vacations during the summer months might have you thinking about timeshares for resorts in places like Florida or Mexico. They seem like a fun idea for a winter vacation in the sunshine, as well as a good deal financially. They are neither. Like Groundhog Day One of the biggest problems with timeshares in general is [...]

Closely Held Business Owners and the Value of Insurance

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of insurance coverage a small business should have and why this is critical to your financial plan. General Liability [...]

An Introduction to Estate Planning for the Sandwich Generation

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off. But estate planning [...]

Take to the Trail

Between 1910 and 1930, the Green Mountain Club of Vermont established the oldest long-distance hiking trail in the United States—appropriately dubbed the Long Trail. It inspired another recognizable hiking system along the East Coast, the Appalachian Trail, which is enjoyed by some three million people each year. Although hiking has grown in popularity among the [...]

Tips to Shape Up Your Fiscal Fitness This Summer

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the long run, regular workouts pay off. It is the same with [...]

Very Berry Ice Cream Pie

This sensational summer dessert is made with your favorite ice cream and fresh blueberries, strawberries and blackberries, folded and frozen into a graham cracker crust. Serves 6–8   Ingredients: For the crust 1½ cups graham crackers, crushed ⅓ cup butter, melted Ingredients: For the filling 2 pints vanilla ice cream, softened 1 cup blueberries 1 [...]

The Best Backyard Barbecue Tips

From chargrilled food to backyard games—barbecues are the epitome of summer living. Regardless of your party hosting style, throwing a barbecue doesn’t have to be challenging. In fact, you should have as much fun planning one as you would attending one! Use these tips to help you host a barbecue that will be the talk of [...]

The Importance of Reassessing Insurance Coverage for Closely Held Business Owners

Insurance is crucial for any small business. Small-business owners may find themselves in a difficult situation without proper coverage if they suffer building damage or face a lawsuit. While obtaining adequate insurance for your company is critical, knowing when to reassess your coverage is also essential. As your business grows and changes, so do your [...]

Summertime Reminds Us To Be Flexible

As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds. This is certainly true in the world of work. In a few short months, we will celebrate Labor Day. President Grover Cleveland [...]

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