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Blog

Credit cards in wallet in back pocket.
Kevin Mason | Jan 17, 2022

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
Read More
Paper report.
Kevin Mason | Jan 15, 2022

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
Read More
Row of classic cars.
Kevin Mason | Jan 14, 2022

Buying vs. Leasing: Tips for Stretching your Car Budget as Far as it can Go

Education
Finance
FINRA Reviewed
Investments
For some a car is simply a means of getting from point A to point B; for others it’s a status symbol. Cars are a hobby, a passion, for some and necessity for
Read More
Patient walking with a walker.
Kevin Mason | Jan 13, 2022

What to Look for in a Disability Insurance Policy

Insurance
Disability
Unquestionably, disability insurance is more complicated than other forms of insurance. There are a lot of moving parts to understand in order to create the
Read More
Man hiking in desert.
Kevin Mason | Jan 12, 2022

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
Read More
SUV driving down highway.
Kevin Mason | Jan 11, 2022

Optimizing Capacity in Your Auto Insurance Policy

Education
Insurance
For many people, structuring their auto insurance policy comes down to obtaining the greatest amount of coverage at the lowest cost. Because auto insurance has
Read More
Kevin Mason | Jan 10, 2022

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
Read More
Child running on wooden bridge.
Kevin Mason | Jan 8, 2022

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
Read More
Kids sitting on a bench.
Kevin Mason | Jan 7, 2022

Everything you Need to Know About Buying a Life Insurance Policy

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 important financial decision, which is to
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Kevin Mason | Jan 6, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
Row of houses.
Kevin Mason | Jan 5, 2022

Making Money in Real Estate: Pitfalls to Prepare For

Investments
Property
Real Estate
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
Read More
Child running on wooden bridge.
Kevin Mason | Jan 4, 2022

Habits of a Savvy Saving Family

Education
Savings
Family
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income
Read More

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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