Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits.  Perhaps you’ve found yourself daydreaming about a little cabin on a...

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan...

We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.

At that time, savings bonds were typically purchased through an employer or a local financial institution. What made them particularly appealing...

Tax Planning Basics

by AW Admin on

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Basic tax planning starts with your AGI...

Congratulations! Your new union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be honest, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a...

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars. While the dollar amount of...

Your Emergency Fund and You

by AW Admin on

Summer is here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But sometimes storms roll in on the sunniest of days. And the world is a bit of a scary place at the moment, the future is perhaps not as certain as it once was. So instead of...

The recent economic environment has caused most people to reconsider their personal finances with many having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens that can carry them into...

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is in the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.  In...