Shopping for Life Insurance
David Kern explains what life insurance is, why it’s important, and how it can help protect your family.
Deciding On An Advisor
Knowing if your advisor is the right fit may be as simple as looking for one who asks questions and listens to your goals.
Economic Impact of COVID-19: 3 Next Steps For Those Struggling Financially
For those who have been financially impacted by COVID-19, the immediate question becomes – What should I be doing now to begin recovering?
Roll Over 401(k)
If you have money in a 401(k) from a past employer, there are a few options for you to explore before deciding how to move those dollars.
Government Stimulus: What You Need to Know
Our government is certainly hard at work to help citizens navigate the uncharted territory we all find ourselves in, but with things moving as quickly as they are, it can be hard to keep track of all of the details. We are committed to updating and summarizing what you need to know in this blog …
Four Planning Strategies to Leverage in a Bear Market
Before March 2020, we experienced the longest bull market in history. It is painful to see it come to an end, not to mention the pain we’re experiencing as a nation and a globe because of COVID-19. While we’re cautious not to make light of that pain, we also need to be disciplined to make …
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Bring the Calm
Amidst these times of uncertainty, anxiety and maybe even fear, its important to bring the calm into your life, work and family.
How to Know When an Advisor is the Right Fit
In this video, advisor David Kern offers insights for building a long-lasting, trusting relationship with your advisor.
Retirement Withdrawal Strategy
If you’re feeling nervous about your finances as you enter retirement, having a retirement withdrawal strategy makes this transition much easier.
When Borrowing Money Makes Sense
At first glance, the data looks bleak: Nearly three-fourths of Americans are in some kind of debt. While that may sound troubling, consider that not all debt is bad. In fact, borrowing sums of money with a legally bound promise to pay it back can help you build a healthy credit history and demonstrate trustworthiness to financial …
