News and Resources

Should You Consider Refinancing Your Mortgage?

Market sees historic lows in mortgage rates.  Provided by Marc Aarons  On July 16, mortgage giant Freddie Mac announced that[…]

What Is Earnings Season?

Financial results are reported each quarter.  Provided by Marc Aarons Every few months, you may hear the phrase “we’re entering[…]

What Determines Car Insurance Rates?

Driver history is just one factor; there are many others. Provided by Marc Aarons Your auto insurance premium is based[…]

Quarterly Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from[…]

College Funding Options

You can plan to meet the costs through a variety of methods. Provided by Marc Aarons How can you cover[…]

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Marc Aarons Investment firms have a[…]

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Marc Aarons Whether you want[…]

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. Provided by Marc Aarons As a small-business owner, figuring out[…]

Eldercare Choices in the COVID-19 Era

Exploring your extended care options may be wise at this time. Provided by Marc Aarons Given the threat of COVID-19,[…]

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock. Provided by Marc Aarons Why sell shares when you[…]

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