What is umbrella insurance?

What is Umbrella Insurance?

What is Umbrella Insurance? Today we are discussing a very cost-effective way to protect yourself, your family, and your hard-earned assets.


Third Quarter 2021 Investment Market Review

Third Quarter 2021 Investment Market Review

Take a look at our Third Quarter 2021 Investment Market Review. Download our free PDF.


iving Appreciated Stock to Charity

Giving Appreciated Stock to Charity

If you own appreciated investment shares there are big opportunities for Giving that appreciated stock to charity, and reap many benefits.


Second Quarter 2021 Investment Market Review

Take a look at our Second Quarter 2021 Investment Market Review. Download our free PDF.


Preparing For the Next Bear Market in Stocks

Preparing For the Next Bear Market in Stocks

The stock market is at an all-time high. So, the next bear market in stocks is around the corner, right? Always stick to the plan.


US National Debt Mega Savings Strategies & More

US National Debt, Mega Savings Strategies & More: Cut Through The Noise

This week Anthony Saffer and Alex Okugawa discuss the US National Debt Mega Savings Strategies & More on Cut Through the Noise.


Q1 2021 market Review

First Quarter 2021 Investment Market Review

Take a look at our Fourth Quarter 2020 Investment Market Review. Download our free PDF.


Target date funds a good investment option?

Target date funds: Good investment?

Investing for retirement. Are target date funds a good investment? Let's discuss the pro's, con's, and what you should consider.


3 essential mistakes retirees need to avoid when filing taxes in 2020

3 Tax Filing Mistakes for Retirees to Avoid in 2020

All things considered, 2020 was a unique year for taxes. If you're a retiree, here 3 Tax Filing Mistakes for Retirees to Avoid in 2020.


Should you invest internationally? International stocks

International Stock Markets: Should I invest internationally?

Should you invest internationally? Today we are going to breakdown what you need to know about investing outside of the United States.


what-happens-when-i-refer-someone-to-one-degree-advisors

What Happens When I Refer Someone to One Degree Advisors?

We understand that your friend’s experience (even on a brief call) may reflect on you, so we want to provide them with a positive experience.


Your life is dynamic and always changing, and your insurance policies should reflect that.

Insurance Planning: A Simple Annual Checklist

Insurance is an essential part of planning. That's why we've created a simple annual checklist to review your insurance coverage each year.


Is your family set up to succeed or fail?

9 out of 10 traditional inheritance plans will fail… That’s 90 percent — and most of them in the first generation.

Complimentary Guide

Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy