Sunday, September 26, 2021

Common Types of Fraud

Anybody can be a target for fraudsters. Some forms of fraud are:Identity TheftYour information is used to obtain money, receive services, or obtain employment. Information is obtained by simply stealing a wallet or as c…

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Monday, August 30, 2021

Covid and Back to School

As parents and kids welcome going back to in-person school, there are precautions that are recommended by the CDC:Universal indoor masking due to Delta variantMaintain 3 feet of physical distanceVentilation, hand washin…

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September is Life Insurance Awareness Month

Did you know that life insurance can be used for many different reasons?You can help protect your loved ones.You can use it for tax free supplemental retirement income.You can use it to protect your business and busines…

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Is Work-Life Balance Even Possible?

You may hear the term many times: “You need to have work-life balance” Do you think it’s even possible?One must work to be able to have a life, but one must have a life, otherwise, work is for nothing.How can one find th…

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Wednesday, July 28, 2021

Summer Travel

You may have seen increases in airfare, hotels, and car rentals. Even so, more families are traveling this summer. Never fear because bargains are here!If you have flexibility, you will be able to find some great deals.…

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Document Document Document

Documentation is of utmost importance in many instances. I would tell my staff to document their conversations and their steps were taken because if it was not documented, nobody would know that it had happened. In the …

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Back to School

As kids start or go back to school in 2021, it will be vastly different than in 2019 and 2020.  Some may have transitioned to homeschooling or hybrid models, while others are going back to traditional classrooms.  No ma…

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