Articles ALL ARTICLESRetirementThree Key Questions to Answer Before Taking Social SecurityEight Mistakes That Can Upend Your RetirementDoes Your Portfolio Fit Your Retirement Lifestyle?What's New for Social Security?Retirement Traps to AvoidThe Pre-Retirement Checklist5 Benefits of Working in RetirementThe SECURE ActWomen on the RiseHow Women Can Prepare For RetirementEstateYours, Mine and Ours: Estate Strategies for Second MarriagesFour Reasons Millennials Need an Estate StrategyFour Steps to Valuing an EstateWhen Heirs are ImperfectTest Your Estate Strategy KnowledgeWhy Everyone Needs an Estate StrategyInvestmentAll Muni Bonds Are Not Created EqualWhat’s Your Investment IQ?You Would Rather Be...How to Invest in LGBTQ+ Friendly CompaniesInsuranceThe Value of Insuring Against Life’s RisksInsurance Needs Assessment: When You're Newly MarriedInsurance Needs Assessment: When You're Young and SingleInsurance Needs Assessment: Married With ChildrenInsurance Needs Assessment: For Empty Nesters and RetireesWhen Life Insurance Becomes TaxableSocial Media: #NewestBusinessLiabilityRiskKeeping Summer Safe: Pool and Spa Safety TipsDoes Your Credit Score Affect Your Insurance Rates?Test Your Life Insurance KnowledgeDog Bites Neighbor. Now What?TaxHow to Make the Tax Code Work for YouSix Most Overlooked Tax DeductionsYou May Need to Make Estimated Tax Payments If…Tax Rules When Selling Your HomeFiling Final Tax Returns for the DeceasedMoneyThe Lowdown on Those Free Credit ScoresStrategies For Managing Student Loan DebtBudgeting After a DivorceHow Big is Money?The Five Basics of Financial LiteracyData Thieves from Outer SpaceYear-End Charitable Gifting and YouLifestyleChanging Unhealthy BehaviorsDebt StressAvoiding Cognitive DeclineRaising Healthy ChildrenGood Health is Good BusinessMoney Draining Food MythsApps That Help Achieve GoalsBuilding Your LegacyCreative Ways to Motivate Your EmployeesKeeping Good Records is Good BusinessMastering Mobile LingoFour Great, Unexpected Places to Raise a FamilyTop New Digital Tools for Small BusinessesNew Trends Redefine TravelTravel, Without the BaggageThe Best Apps in Travel5 Things That Seasoned Travelers Are Doing (That You're Not)The Three Keys to a Great PasswordPickleball in Retirement Have a Question? Please complete the form below or call us at 219-650-4050. We look forward to speaking with you. Name Email Address Phone Question Thank you! Oops! Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!