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News & Insights

The Biggest Reasons to Own Life Insurance

Jan 3, 2022
Categories
Insurance
Family
Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan. For...
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Financial Resolutions: 7 Tips to Keep You Accountable

Dec 27, 2021
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Why You Need an Investment Philosophy

Dec 20, 2021
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Dec 13, 2021
Categories
Education
Investments
Tax Planning
Lifestyle
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be...
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When Whole Life Insurance may be the Best Option

Dec 6, 2021
Categories
Education
Estate Planning
Insurance
For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance...
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Everything you Need to Know About Buying a Life Insurance Policy

Nov 29, 2021
Categories
Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most...
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Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

Nov 22, 2021
Categories
Finance
Insurance
Life insurance has existed for nearly two centuries as essential planning tool that protects dependents from the risk of...
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Social Security Facts for 2022

Nov 15, 2021
Categories
Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement...
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Divorce and Retirement: Here’s What You Need to Know

Nov 8, 2021
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Nov 1, 2021
Categories
Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Demystifying Auto Insurance Rates and How to Lower Them

Oct 25, 2021
Categories
Insurance
For some people, getting an auto insurance quote is a lot like spinning a roulette wheel; you don’t know what will come...
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Three Ways to Lower Your Insurance Costs This Year

Oct 18, 2021
Categories
Insurance
Family
Health
If you haven’t reviewed your insurance coverage in a while, you might be surprised with how many ways you can save costs...
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Securities offered through Fortune Financial Securities, Inc., 724-846-2488, member FINRA, SIPC. Investment advisory services offered through Hoffman & Associates, Inc., a registered investment advisor not affiliated with Fortune Financial Securities, Inc. Third party content does not reflect the views of Fortune Financial Securities and have not been reviewed by Fortune Financial for completeness or accuracy.

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