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Lifestyle

How To Save During The Holidays

The holiday season is supposed to be the most wonderful time of the year, but between gifts, decorations, and travel, it’s easy for spending to get out of control. In…

Raymond Robinson2025-12-18

Financial Planning Retirement Planning Tax Planning

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Required minimum distributions (RMDs) are not well understood, and we would like to clear up some confusion about them. First of all, they cannot be automated, so you are responsible…

Raymond Robinson2025-12-18

Lifestyle

Planning a Trip to America’s Top Ranked Ski Resort This Winter

The verdict is in! Snowbasin Resort was officially ranked the #1 ski resort in America for 2025. These rankings come from top industry media outlets like SKI Magazine’s 2025 Reader’s…

Raymond Robinson2025-11-21

Financial Planning Life Insurance Retirement Planning

Is Long-Term Care Insurance Worth It?

There’s a lot of debate surrounding Long-Term Care (LTC) insurance. What if you don’t need it? Would you be throwing away your money? How will you pay for it? Is…

Raymond Robinson2025-11-21

Lifestyle

Halloween Candy Unwrapped: What’s Your Favorite Treat?

What was once a simple night of costumes and handmade treats has become a multi-billion-dollar industry. In fact, Americans spent nearly $12 billion on Halloween in 2024, and $3 billion…

Raymond Robinson2025-10-20

Financial Planning Life Insurance Medicare Retirement Planning

How Medicare Works

In order to start to understand how Medicare works, it’s helpful to have a bit of background. Both the Medicare and Medicaid programs were signed into law in 1965 by…

Raymond Robinson2025-10-20

Financial Planning Life Insurance Retirement Planning

Your Ultimate Guide to a Budget-Friendly Game Day

There’s nothing like the excitement of game day! But after spending money on tickets, transportation, food, drinks, and apparel, the costs can add up fast. Whether you prefer heading to…

Raymond Robinson2025-09-25

Financial Planning Life Insurance Retirement Planning

What Life Insurance Can You Borrow From?

September is “Life Insurance Awareness Month,” and we wanted to answer this common question: “What life insurance can you borrow from?” Since life insurance policies come in so many forms,…

Raymond Robinson2025-09-25

Annuities Offer Protection and Growth Potential

How To Save During The Holidays

Can I Automate My Required Minimum Distributions With My Retirement Account Provider?

Planning a Trip to America’s Top Ranked Ski Resort This Winter

Is Long-Term Care Insurance Worth It?

Halloween Candy Unwrapped: What’s Your Favorite Treat?

How Medicare Works

Your Ultimate Guide to a Budget-Friendly Game Day

What Life Insurance Can You Borrow From?

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