March 2024 Newsletter

Why Do Workers Take Less Paid Time Off Than They Can?

PTO is important, yet nearly half of workers take less time off than allowed.

Beware of These Life Insurance Beneficiary Mistakes

Naming your life insurance policy’s beneficiaries should be a relatively simple task. However, there are a number of situations that can easily lead to unintended and adverse consequences.

Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both offer an income stream, but there are important differences to consider.

Braving the Housing Market? An Assumable Mortgage Might Be the Solution

An assumable mortgage might be the solution if you are looking to buy or sell a home.

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