News & Knowledge

If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.

Flood damage can cause thousands of dollars in damages, but did you know it's not always covered by homeowners insurance?

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

With the 2020 Tokyo Olympics in full swing, here are a few lessons we can all learn from Team USA.

National Parents Day is a time to celebrate and uplift parents across the nation. If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.

Nothing says the Fourth of July like fireworks, hot dogs and summer fun. But in honor of Independence Day, spend some time this month working toward your own financial freedom as well.

Beth Blecker featured in COI VIEWS June 2021. Check out pages 54-56!