By: Gary R. Oman

As Easter approaches, it seemed to me that this would be an opportunity to express my appreciation.  Sometimes, in passing, we reflect on people or acts of kindness or other things, saying, “that was thoughtful or that was nice”.  Those are good thoughts but sometimes more is better.

Financial Forum April 2019

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

Making Smart Social Security Decisions Is Harder Than You Might Think

You may have been told to start taking social security as soon as possible (when you reach age 62). Or that you can just keep right on working full time even as you collect. These are just two of the biggest Social Security misconceptions, and if you follow that advice it can end up costing you a lot.

Monthly Economic Update for April, 2019

What is critical illness insurance?


Top 15 Money Management Tips

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

Paying for Skyrocketing Healthcare Costs in Retirement

Presented by Doug Kuring, March 22, 2019

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