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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, August 30, 2018

Health Savings Accounts may provide you with remarkable tax advantages. Provided by Alicia Spurlock, MBA Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer...

 

Wednesday, August 29, 2018

Why You Want a Retirement Plan in Writing Setting a strategy down may help you define just what you need to do. Provided by Walter W. Roop, CLU®, RHU® Many people save and invest vaguely for the future. They know they need to...

 

Tuesday, July 31, 2018

Should You Leave Your IRA to a Child? What you should know about naming a minor as an IRA beneficiary. Provided by Rob Lackey Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets...

 

Wednesday, July 25, 2018

As an independent financial and investment advisor representative serving families, I believe in a client-focused, research-backed approach. My investment portfolios are designed to meet your wealth goals, on your schedule....

 

Wednesday, July 18, 2018

Financial Elder Abuse: Perception vs. Reality Someday, you or your parents could be at risk. Provided by Walter W. Roop CLU®, RHU® |Financial Advisor* You may know victims of financial elder abuse. According to a new Wells...

 

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Friday, May 11, 2018

Comparing the old rules with the new. Provided by Walter W. Roop CLU®, RHU® |Financial Advisor* The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches...

 

Saturday, May 5, 2018

A tax-advantaged option too many families overlook. Provided by Walter W. Roop CLU, RHU At first glance, a Roth IRA might seem an unusual college savings vehicle. Upon further examination, it may look like a particularly smart choice....

 

Saturday, March 31, 2018

The Many Benefits of a Roth IRAWhy do so many people choose it rather than a traditional IRA? Provided by Walter Roop CLU, RHU The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a...

 

Friday, March 2, 2018

WHAT I THINK OF RETIREMENT Presented by Walter Roop CLU, RHU When I think of retirement, I think of spending every 90 days traveling to different places with my wife tasting exotic cuisines. I want to go fishing in Alaska with my son...

 

Tuesday, October 31, 2017

ACA Open Enrollment Season Is Here After a November 1 start, the window closes December 15.Provided by Jeff Goldsmith, Roop Financial Account ManagerThis fall, the annual enrollment period to sign up for health insurance is shorter. In...

 

Friday, October 13, 2017

Retirement Plan Trusts These tools can shield inherited IRA assets from lawyers and creditors. Provided by Walter W. Roop CLU®, RHU® |Financial Advisor* Inherited IRA assets are vulnerable in bankruptcy proceedings. Many older...

 

Friday, August 18, 2017

Smart Ways to Prepare For Your Life Insurance Medical Exam Presented by Tyler Roop, Operations Manager

 

Thursday, August 17, 2017

SIGNING UP FOR A HEALTH INSURANCE PLAN DURING OPEN ENROLLMENT If you want to buy a health plan or change the plan you have, what do you do? Presented by Jeff Goldsmith, Group Accounts Manager Newly-elected President Trump and the...

 

Wednesday, August 16, 2017

WHAT TO DO FINANCIALLY WHEN A SPOUSE DIES Steps to see that financial matters remain in good order. Presented by Walter Roop CLU, RHU When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This...

 

Sunday, August 13, 2017

Medicare Enrollment Options for 2017-18A summary of what you need to know. Provided by Alicia Spurlock MBA Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries...

 

Sunday, August 6, 2017

Will You Be Prepared When the Market Cools Off?Markets have cycles, and at some point, the major indices will descend. Provided by Walter W. Roop CLU®, RHU® | Financial Advisor* We have seen a tremendous rally on Wall Street,...