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Monthly Minute - October
Monthly Minute

Monthly Minute – October 2021

Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place

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October 2021 Newsletter
Newsletter

October 2021 Newsletter

Generosity – A Tribute to My Papa What is Generosity? The University of Notre Dame’s “Science of Generosity Project” defines generosity as: “the virtue of

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Umbrella Insurance
Monthly Minute

Monthly Minute – August 2021

Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last

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July Monthly Minute
Monthly Minute

Monthly Minute – July 2021

Updating Beneficiaries This month, take some time to make sure your beneficiary information is correct. This includes your 401(k), any IRAs, and both group and

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The Flock July 2021
Newsletter

July 2021 Newsletter

HEALTH SAVINGS ACCOUNTS In the fall of every year, most companies begin Open Enrollment. This is a time when you can make changes to your

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What Are You Thankful For?
Blog

What Are You Thankful For?

Many things have been written about what makes us happy. One that stands out to me is Bronnie Ware’s “Top Five Regrets of the Dying.” 

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Do Elections Matter?
Blog

Do Elections Matter?

Have you ever wondered if you should change your investments leading up to an election? Ever thought, “if (fill in the blank) gets elected, the

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