Estate Planning Why Estate Planning is About More Than Money October is National Estate Planning Awareness Month! Here’s how the right plan can help you…Jon VingeNovember 6, 2023
Insurance 6 Key Features of Indexed Universal Life Insurance Indexed universal life insurance is a type of permanent life insurance that offers different benefits…Jon VingeSeptember 25, 2023
Financial Planning Financial Freedom at Each Stage of Life What does financial freedom mean to you? It could give you the opportunity to pursue…Jon VingeAugust 30, 2023
Investments Investing Alternatives During Periods of Market Volatility During periods of market volatility, investors may look to alternative vehicles. Here are some options…Jon VingeJune 27, 2023
Financial Planning Are Weddings Worth the Money? While so many people dream of their special day, it’s worth asking the question: Is…Jon VingeMay 31, 2023
Tax Planning 7 Strategies to Reduce Taxes It’s never too early to begin planning for the upcoming year. Here are seven strategies…Jon VingeApril 28, 2023
Financial Planning What To Do with Inherited Money Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here…Jon VingeMarch 29, 2023
LegislationRetirement Planning 7 Ways SECURE Act 2.0 Could Affect Your Retirement SECURE Act 2.0 was signed into law at the end of 2022. Here are a…Jon VingeFebruary 22, 2023
Financial Planning 6 Ways to Protect Yourself From Financial Downturn Though the United States may avoid a full-fledged recession, it’s undoubtedly a difficult time to…Jon VingeJanuary 31, 2023
Financial Planning Your 2022 Year-End Financial To-Do List The end of the year is upon us. Here are some tasks to check off…Jon VingeDecember 27, 2022