Your financial confidence newsletter is here!
December 2018
Each month, we send some of our most relevant articles to provide you with greater financial confidence. 
Importance of Life Insurance Reviews
By: Mike Clark

An extremely important component of owning a life insurance policy is periodically reviewing the coverage to make sure it is addressing your current needs. All too often, people's lives change while their life [...]
The Research and Development Tax Credit: More Opportunity than You Might Think!
By: Mike Hawkins

The Credit for Increasing Research Activities was first enacted in 1981 and is one of the most valuable tax credits available to companies spending money on qualified research activities. Each year the [...]
Why Should You Diversify?
By: Marc Wambaugh

As 2019 approaches, volatility has returned to the stock markets. With that volatility comes a feeling of insecurity as investors watch their statement values go up and down. During these times, the [...]
Latest Industry Blogs
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