Facts About Medicare Open Enrollment

How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an...

October is Financial Planning Month

Six areas of personal finance to review  When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent...

Dow 30 Changes Its Starting Lineup

What you should know about the change  The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon...

Has the Stock Market Rally Left You Behind?

Here’s what the recent rally could mean for you Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story.   A CNBC study found that between the...