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Blog

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Kevin Hallam | May 21, 2025
Categories
Retirement
Investments
Savings

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Kevin Hallam | May 6, 2025
Categories
Investments

How Hindsight Bias Hurts Investors

Kevin Hallam | Apr 24, 2025
Categories
Investments

How to Dive into Business Succession Planning: 10 Key Questions

Kevin Hallam | Apr 15, 2025
Categories
Investments
Finance
Tax Planning

5 Tax-Saving Strategies to Keep More of Your Money

Kevin Hallam | Apr 8, 2025
Categories
Tax Planning
Retirement

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Kevin Hallam | Nov 12, 2024
Categories
Investments
Tax Planning
default blog image

How to Reprogram & Improve Your Money Mindset

Kevin Hallam | Oct 4, 2024
Categories
Finance
Investments
Savings
Close-up image of an elderly hand being held by a younger-looking hand

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Kevin Hallam | Jul 12, 2024
Categories
Finance
Lifestyle
Estate Planning
An elderly woman wearing brightly colored, hip clothing doing a funny pose.

Longevity in Retirement & What You Should Know

Kevin Hallam | Jun 7, 2024
Categories
Investments
Retirement
Finance
Savings
Older couple embracing on a boat overlooking a body of water

5 Signs You’re Headed for a “Cushy” Retirement

Kevin Hallam | Apr 23, 2024
Categories
Retirement
A brain surrounded by circles representing brain waves

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Kevin Hallam | Feb 20, 2024
Categories
Investments
Finance
Lifestyle
Man reading newspaper next to laptop and phone

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Kevin Hallam | Nov 21, 2023
Categories
Investments
Savings
Couple walking in a field with the ocean in the background

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Kevin Hallam | Oct 25, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
Two women meeting in an office space.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Kevin Hallam | Aug 14, 2023
Categories
Investments
Finance
Lifestyle
Savings
Two elderly people sitting on a bench looking at the sea

Seven Key Tips for Planning Elder Care

Kevin Hallam | Jun 26, 2023
Categories
Family
Lifestyle
Retirement
Health
Disability
Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Kevin Hallam | Feb 17, 2023
Categories
Tax Planning
Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Kevin Hallam | Jan 17, 2023
Categories
Finance
Lifestyle
stock

Top 5 Financial Terms You Should Understand

Kevin Hallam | Dec 8, 2022
Categories
Finance
Investments
Stock Image

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Kevin Hallam | Nov 29, 2022
Categories
Finance
Tax Planning
fair lights in hands

Preparing for an Early or Unexpected Retirement

Kevin Hallam | Nov 17, 2022
Categories
Retirement
coins in a cup with growing plant

What are the Benefits of Saving Early?

Kevin Hallam | Nov 8, 2022
Categories
Savings
Finance

The 2023 Cost-of-Living Adjustment

Kevin Hallam | Oct 20, 2022
Categories
Retirement

Medicare in 2023: Here's What You Need to Know

Kevin Hallam | Oct 6, 2022
Categories
Health
Retirement
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.

Financial Planning Basics: Creating and Maintaining a Budget

Kevin Hallam | Sep 27, 2022
Categories
Savings
Finance
Hand holding a page with several charts on it

Asset Allocation and Risk Allocation

Kevin Hallam | Sep 15, 2022
Categories
Investments
A couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

Kevin Hallam | Aug 31, 2022
Categories
Family
Finance
Focused young woman shopping online on her laptop

Financial Planning for Young Professionals

Kevin Hallam | Jul 30, 2022
Categories
Investments
Finance
Compass on wood table.

The Biggest Reasons to Own Life Insurance

Kevin Hallam | Jul 12, 2022
Categories
Insurance
Family
Mother and child working on a laptop together

Should You Prioritize Retirement Savings over College Savings?

Kevin Hallam | Jun 30, 2022
Categories
Retirement
College
Row of houses.

Making Money in Real Estate: Pitfalls to Prepare For

Kevin Hallam | Jun 21, 2022
Categories
Investments
Property
Real Estate
Man and pregnant wife sitting on bench.

Three Ways to Lower Your Insurance Costs This Year

Kevin Hallam | Jun 9, 2022
Categories
Insurance
Family
Health
Handshake

Protect Your Business (and Your Family) with a Buy-Sell Agreement

Kevin Hallam | May 31, 2022
Categories
Insurance
Family
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Kevin Hallam | May 17, 2022
Categories
College
Hospital hallways.

What are Disabilities Policies and Why Would You Need One?

Kevin Hallam | May 10, 2022
Categories
Education
Insurance
Disability
Married couple a bench staring at ocean.

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Kevin Hallam | Apr 28, 2022
Categories
Insurance
Family
Outdoor pool next to ocean.

How to Protect Your Finances While Traveling On Vacation

Kevin Hallam | Apr 19, 2022
Categories
Education
Lifestyle
Family
Elderly woman doing yoga in a park

The New Normal Retirement

Kevin Hallam | Apr 7, 2022
Categories
Retirement
Robot with computer.

Financial Advisors vs. Robo Advisors - Which Is Worth It?

Kevin Hallam | Mar 29, 2022
Categories
Finance
Robo Advisors
Paris skyline.

Think You’re Covered for Travel Abroad? Think Again

Kevin Hallam | Mar 17, 2022
Categories
Insurance
Political section of newspaper.

How Political Climates Affect the Financial Markets

Kevin Hallam | Mar 8, 2022
Categories
Finance
Wall street street sign.

5 Common Financial Terms - You Probably Should Know

Kevin Hallam | Feb 24, 2022
Categories
Education
Finance
Married couple a bench staring at ocean.

Life Insurance Replacement: What You Need to Know

Kevin Hallam | Feb 15, 2022
Categories
Insurance
Child with apple.

Three Reasons Why Life Insurance is More Than Just a Death Benefit

Kevin Hallam | Feb 3, 2022
Categories
Insurance
Retirement
Tax Planning
default blog image

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Kevin Hallam | Jan 25, 2022
Categories
Tax Planning
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Kevin Hallam | Jan 13, 2022
Categories
Finance
Aerial view of beach.

How to Save Money, When Saving Seems Impossible

Kevin Hallam | Jan 4, 2022
Categories
Savings

Financial Resolutions: 7 Tips to Keep You Accountable

Kevin Hallam | Dec 23, 2021
Categories
Finance
Savings
Windy road.

How to Crack Into the World of Financial Planning

Kevin Hallam | Dec 9, 2021
Categories
Finance
Savings
Lifestyle
Group exercise class in gym.

Go to the Gym for Lower Insurance Premiums

Kevin Hallam | Nov 30, 2021
Categories
Lifestyle
Insurance
Women on beach staring at child in ocean.

Life Insurance and the Single Parent

Kevin Hallam | Nov 18, 2021
Categories
Insurance
Family
Happy couple.

Pay Yourself First - The Holy Grail of Personal Finance

Kevin Hallam | Nov 9, 2021
Categories
Finance
Lifestyle
Savings
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Kevin Hallam | Oct 28, 2021
Categories
Retirement
Tax Planning
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Infographic: The Importance of Financial Goals

Kevin Hallam | Oct 19, 2021
Categories
Finance
Lifestyle
Door of a house.

Six Questions about Buying Mortgage Life Insurance

Kevin Hallam | Oct 7, 2021
Categories
Education
Insurance

Repaying Student Debt

Kevin Hallam | Sep 28, 2021
Categories
College
Paper report.

Know Your Credit Score

Kevin Hallam | Sep 16, 2021
Categories
Finance
Credit
Group of students studying.

Student Debt

Kevin Hallam | Sep 2, 2021
Categories
College
default blog image

Infographic: Saving for Your Child's School

Kevin Hallam | Aug 19, 2021
Categories
College
Skyline

Renter's Insurance

Kevin Hallam | Aug 12, 2021
Categories
Insurance
Real Estate
Property
Houses in a neighbourhood.

Best Tax Friendly Places to Live for Retirees

Kevin Hallam | Aug 3, 2021
Categories
Retirement
Lifestyle
Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Kevin Hallam | Jul 20, 2021
Categories
Savings
Business person pointing at laptop screen.

401(k) Basics

Kevin Hallam | Jul 8, 2021
Categories
Retirement
Man with suitcase

Financial Missteps to Avoid

Kevin Hallam | Jun 29, 2021
Categories
Finance
Savings
College
piggy

Time to Save

Kevin Hallam | Jun 17, 2021
Categories
Savings
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Kevin Hallam | Jun 8, 2021
Categories
Finance

Investment FAQs

Kevin Hallam | May 27, 2021
Categories
Investments
Businesswoman looking at her phone

The Pros and Cons of Investment Apps

Kevin Hallam | May 18, 2021
Categories
Investments
Technology

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Kevin Hallam | May 15, 2025
Categories
Investments
Savings
Risk Management

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Kevin Hallam | May 1, 2025
Categories
Investments
Finance
Risk Management

5 Smart Ways to Use Your Tax Refund in 2025

Kevin Hallam | Apr 22, 2025
Categories
Investments
Finance
Tax Planning

How to Stay Invested in Volatile Markets Without Losing Sleep

Kevin Hallam | Apr 10, 2025
Categories
Investments
Risk Management
Savings

Planning for the Future: Essential Steps to Secure Your Retirement

Kevin Hallam | Jan 8, 2025
Categories
Retirement
Savings
default blog image

7 Milestones At Age 50 & Above

Kevin Hallam | Oct 8, 2024
Categories
Retirement

4 Pervasive Myths About Inflation

Kevin Hallam | Sep 10, 2024
Categories
Investments
Finance
Digital art of a lawyer standing next to a large document and gavel.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Kevin Hallam | Jun 26, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.

Top 4 Social Media Money Scams & How to Spot Them

Kevin Hallam | May 9, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
An older man relaxing and laying down in an inner tube on relaxing water.

Retirement nearing? Do these 5 things first.

Kevin Hallam | Apr 22, 2024
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.

Investors & the Markets: What to Watch Out for in an Election Year

Kevin Hallam | Jan 30, 2024
Categories
Investments
Finance
Lifestyle
Retirement
Grandmother with child

IRS Changes Inheritance Rules: Protecting Your Legacy

Kevin Hallam | Oct 11, 2023
Categories
Tax Planning
Estate Planning
Person writing a list in a notebook

How to Stop Subconsciously Sabotaging Your Financial Goals

Kevin Hallam | Aug 28, 2023
Categories
Lifestyle
Investments
Finance
Savings
Man sitting on bench in park

5 Amazing Places to Retire Outside of the U.S.

Kevin Hallam | Jul 13, 2023
Categories
Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Kevin Hallam | Feb 21, 2023
Categories
Investments
Man sitting on a park bench and working on a laptop

Financial FAQs

Kevin Hallam | Jan 25, 2023
Categories
Finance
Retirement
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Kevin Hallam | Dec 16, 2022
Categories
Investments
Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Kevin Hallam | Dec 1, 2022
Categories
Retirement
Elderly woman and younger woman having a conversation

Do You Still Need Life Insurance When You Retire?

Kevin Hallam | Nov 22, 2022
Categories
Insurance
financial professionals

Personal Liability Protection

Kevin Hallam | Nov 10, 2022
Categories
Insurance
A row of houses along a canal

Retiring Abroad

Kevin Hallam | Nov 5, 2022
Categories
Retirement
Lifestyle
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Retirement Plan FAQs

Kevin Hallam | Oct 19, 2022
Categories
Retirement
Investments
Elderly person holding a stress ball

How to Plan Long-Term Care Before You Need It

Kevin Hallam | Oct 4, 2022
Categories
Finance
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.

Financial Planning Basics: Creating and Maintaining a Budget

Kevin Hallam | Sep 22, 2022
Categories
Savings
Finance
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Kevin Hallam | Sep 2, 2022
Categories
Investments
A retiree couple in a meeting with a professional. They are all looking at a laptop screen

Preparing for Lifetime Income in Retirement

Kevin Hallam | Aug 2, 2022
Categories
Retirement
Child running on wooden bridge.

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

Kevin Hallam | Jul 14, 2022
Categories
Education
Savings
Lifestyle
Family
Person sitting on dock staring out at water.

When Whole Life Insurance may be the Best Option

Kevin Hallam | Jul 5, 2022
Categories
Education
Estate Planning
Insurance
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Kevin Hallam | Jun 23, 2022
Categories
Investments
Hospital hallways.

Using Cash Value Life insurance to Increase Portfolio Returns While Reducing Risk

Kevin Hallam | Jun 16, 2022
Categories
Finance
Insurance
Child running on wooden bridge.

Habits of a Savvy Saving Family

Kevin Hallam | Jun 2, 2022
Categories
Education
Savings
Family
Google home.

Investment to Watch: Smart Home Technology

Kevin Hallam | May 24, 2022
Categories
Investments
Woman holding coins in hands.

Retained Life Estate: Open the Door to Tax Charitable Deductions

Kevin Hallam | May 12, 2022
Categories
Education
Estate Planning
Tax Planning
Real Estate
Person with a walker.

Disability Insurance Tips for Professionals and Executives

Kevin Hallam | May 3, 2022
Categories
Education
Disability
Health
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

Kevin Hallam | Apr 21, 2022
Categories
Finance
Calculator with financial numbers.

All Gain with no Pain? What You Need to Know About Indexed Annuities

Kevin Hallam | Apr 12, 2022
Categories
Investments

Financial Planning for Young Professionals

Kevin Hallam | Mar 31, 2022
Categories
Finance
College
Savings
Lifestyle
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Kevin Hallam | Mar 22, 2022
Categories
Retirement
Emergency exit door.

Your Emergency Fund and You

Kevin Hallam | Mar 10, 2022
Categories
Risk Management
Savings
Old school car with city view in background.

Should You Purchase Car Rental Insurance?

Kevin Hallam | Mar 1, 2022
Categories
Insurance
Property
Checklist

The Power of Compound Interest

Kevin Hallam | Feb 17, 2022
Categories
Education
Investments
Cell phone doing online banking.

The Ins and Outs of Banking Online

Kevin Hallam | Feb 8, 2022
Categories
Finance
Technology
Basketball hoop.

How To Hit Your Savings Goals

Kevin Hallam | Jan 27, 2022
Categories
Savings
Calculator with financial numbers.

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Kevin Hallam | Jan 18, 2022
Categories
Insurance
Group of students studying.

Why Young People Still Need Financial Professionals

Kevin Hallam | Jan 6, 2022
Categories
Finance
Male stretching on patio.

Get In shape - Financial Fitness 101

Kevin Hallam | Dec 28, 2021
Categories
Finance
Lifestyle
default blog image

Infographic: Helpful Life Insurance Advice You Can Use

Kevin Hallam | Dec 14, 2021
Categories
Insurance

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

Kevin Hallam | Dec 2, 2021
Categories
College
Savings
Finance
default blog image

Infographic: How to Choose the Right Investment Advisor

Kevin Hallam | Nov 23, 2021
Categories
Investments

Social Security Facts for 2022

Kevin Hallam | Nov 11, 2021
Categories
Retirement
Business handshake.

How to Choose a Life Insurance Agent

Kevin Hallam | Nov 2, 2021
Categories
Insurance
Lifestyle
Child with apple.

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Kevin Hallam | Oct 21, 2021
Categories
Insurance
Lifestyle
Family
An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

Kevin Hallam | Oct 12, 2021
Categories
Retirement
Sitting on dock.

Retirement

Kevin Hallam | Sep 30, 2021
Categories
Retirement
Giving an apple.

A Quick Guide to Planned Giving

Kevin Hallam | Sep 21, 2021
Categories
Lifestyle
Finance
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Kevin Hallam | Sep 9, 2021
Categories
Retirement
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Kevin Hallam | Aug 31, 2021
Categories
Retirement
Doctor visit.

Health Insurance 101

Kevin Hallam | Aug 17, 2021
Categories
Insurance
Lifestyle
Door of brick house.

Investing in Single Family Homes

Kevin Hallam | Aug 5, 2021
Categories
Real Estate
Property
Investments
A pair of hands crossed on top of each other.

Suddenly Disabled? Here’s What to do Next

Kevin Hallam | Jul 27, 2021
Categories
Disability
Retirement
default blog image

Infographic: First Time Investing for 20-Somethings

Kevin Hallam | Jul 15, 2021
Categories
Finance
Investments
Savings
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Kevin Hallam | Jul 6, 2021
Categories
Investments
budget-setting

Time to Create a Budget

Kevin Hallam | Jun 24, 2021
Categories
Savings
debtnew

How to Protect Yourself from Zombie Debt

Kevin Hallam | Jun 15, 2021
Categories
Finance
Risk Management
shopping-bags

Time to Break That Shopping Habit!

Kevin Hallam | Jun 3, 2021
Categories
Finance
Lifestyle
Savings
default blog image

Infographic: Real Estate Investing for the Beginner

Kevin Hallam | May 20, 2021
Categories
Real Estate
Property
Investments

3 Investment Factors that Don’t Drive Long-term Returns

Kevin Hallam | May 13, 2025
Categories
Investments

How to Beat Investing FOMO: The Power of Patient Wealth Building

Kevin Hallam | May 8, 2025
Categories
Investments
Finance
default blog image

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Kevin Hallam | Apr 29, 2025
Categories
Retirement

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Kevin Hallam | Apr 17, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Kevin Hallam | Apr 7, 2025
Categories
Investments
Retirement
Tax Planning

5 Damaging Myths About Money Talks & the Facts Behind Them

Kevin Hallam | Nov 7, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
default blog image

A Guide to Pensions & Retirement Benefits

Kevin Hallam | Aug 12, 2024
Categories
Retirement
Investments
Tax Planning
Image of a sailboat sailing on a lake, with cloudy weather above.

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Kevin Hallam | Jun 11, 2024
Categories
Finance
Lifestyle
Retirement
Health
Watercolor style picture of 5 carrots sprouting from the ground.

4 Financial Mistakes to Avoid this Spring

Kevin Hallam | Apr 25, 2024
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Image of an American flag, with a person looking out of them similar to window blinds.

Investors & the Markets: What to Watch Out for in an Election Year

Kevin Hallam | Feb 8, 2024
Categories
Investments
Finance
Person holding jar of coins with a 'savings' label

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Kevin Hallam | Feb 1, 2024
Categories
Investments
Finance
Savings
Lifestyle
Set of keys beside miniature house

Negotiating a Great Mortgage in a High Rate Environment

Kevin Hallam | Oct 21, 2023
Categories
Investments
Property
Real Estate
Finance
Woman with graduation cap looking at the sky

Navigating the Post-Cancellation Era of Student Loans

Kevin Hallam | Jul 27, 2023
Categories
Finance
Education
College
Two people at work high fiving at a desk

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Kevin Hallam | Jul 6, 2023
Categories
Lifestyle
Savings
Finance
Close up portrait of child giving two thumbs up

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Kevin Hallam | Jun 2, 2023
Categories
Finance
Education
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Kevin Hallam | Feb 6, 2023
Categories
Tax Planning
Woman sitting on a rock looking out at lake. In the distance is a large mountain range

It's Never Too Late to Save for Retirement

Kevin Hallam | Jan 10, 2023
Categories
Retirement
man pointing at document with pen

How can a Financial Advisor Assist me with Lowering Tax Liability?

Kevin Hallam | Dec 6, 2022
Categories
Tax Planning
default blog image

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Kevin Hallam | Nov 24, 2022
Categories
Finance
Lifestyle

Unwrap a Holiday with Less Financial Stress

Kevin Hallam | Nov 15, 2022
Categories
Savings
Lifestyle
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Personal Finance Mistakes to Avoid

Kevin Hallam | Oct 28, 2022
Categories
Finance
Savings
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.

4 Tips for Minimizing Financial Anxiety

Kevin Hallam | Oct 11, 2022
Categories
Finance
Lifestyle
A black and white image of a couple laughing

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Kevin Hallam | Sep 29, 2022
Categories
Savings
financial professionals

Personal Liability Protection

Kevin Hallam | Sep 20, 2022
Categories
Insurance
Hand holding a large bundle of balloons

What to Do With with a Sudden Windfall

Kevin Hallam | Sep 8, 2022
Categories
Finance
Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Kevin Hallam | Aug 4, 2022
Categories
Investments
A teenager holding a yellow and blue longboard talking to her friend

Finance Lessons for Your Teen

Kevin Hallam | Jul 19, 2022
Categories
Family
Finance
Dandelion blowing in the wind.

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Kevin Hallam | Jul 7, 2022
Categories
Education
Investments
Tax Planning
Lifestyle
Kids sitting on a bench.

Everything you Need to Know About Buying a Life Insurance Policy

Kevin Hallam | Jun 28, 2022
Categories
Education
Insurance
Family
Two Volkswagen beetles in a field.

Demystifying Auto Insurance Rates and How to Lower Them

Kevin Hallam | Jun 14, 2022
Categories
Insurance
Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

Kevin Hallam | Jun 7, 2022
Categories
Finance
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

Kevin Hallam | May 26, 2022
Categories
Retirement
Large house.

High Net Worth Families Need a Complete Risk Management Plan

Kevin Hallam | May 19, 2022
Categories
Insurance
Risk Management
Family
Business person pointing at laptop screen.

Insuring Lifetime Income Sufficiency with a Split Annuity

Kevin Hallam | May 5, 2022
Categories
Retirement
Annuity
Dad holding children in field.

Term vs. Permanent Life Insurance: What You Need to Know

Kevin Hallam | Apr 26, 2022
Categories
Education
Insurance
Family
Wing of plane in sky.

Game of Life: Financial Planning At Every Age

Kevin Hallam | Apr 14, 2022
Categories
Education
Finance
Family
Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Kevin Hallam | Apr 5, 2022
Categories
College
Married couple a bench staring at ocean.

When Life Insurance Makes Financial Sense in Retirement

Kevin Hallam | Mar 24, 2022
Categories
Insurance
Retirement

Thinking of Filing for a Tax Extension? Here's What You Should Know

Kevin Hallam | Mar 15, 2022
Categories
Tax Planning
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Kevin Hallam | Mar 3, 2022
Categories
Finance
Tax Planning

Understanding Tax Scams

Kevin Hallam | Feb 22, 2022
Categories
Tax Planning

Easy Tips to Take Time Off Taxes

Kevin Hallam | Feb 10, 2022
Categories
Tax Planning
Receipt and calculator.

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Kevin Hallam | Feb 1, 2022
Categories
Retirement
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Kevin Hallam | Jan 20, 2022
Categories
Robo Advisors
Finance

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Kevin Hallam | Jan 11, 2022
Categories
Finance
Row of classic cars.

Is Your Classic/Collector Car Underinsured?

Kevin Hallam | Dec 30, 2021
Categories
Property
Risk Management
Insurance
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.

Why You Need an Investment Philosophy

Kevin Hallam | Dec 16, 2021
Categories
Investments
Finance
Chess board.

3 Ways to Tap Your Life Insurance While You’re Living

Kevin Hallam | Dec 7, 2021
Categories
Insurance
Millennials on laptops in coffee shop.

5 Reasons Why Millennials Should Buy Life Insurance Right Now

Kevin Hallam | Nov 25, 2021
Categories
Insurance
Married couple in front of lake.

Financial Planning for Newlyweds

Kevin Hallam | Nov 16, 2021
Categories
Finance
Lifestyle
Family
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Kevin Hallam | Nov 4, 2021
Categories
Retirement
Savings
Old men playing chess.

Annuities and Retirement Planning

Kevin Hallam | Oct 26, 2021
Categories
Annuity
Retirement
Married couple a bench staring at ocean.

Do Spouses Need the Same Amount of Life Insurance?

Kevin Hallam | Oct 14, 2021
Categories
Insurance
Family
Walking with a walker.

How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Kevin Hallam | Oct 5, 2021
Categories
Disability
Insurance
Boy running on wooden bridge.

Saving for Your Child's School

Kevin Hallam | Sep 23, 2021
Categories
College
Receipt and calculator.

Tax Planning Basics

Kevin Hallam | Sep 14, 2021
Categories
Tax Planning
Group of children sitting on bench.

Four Things You Need To Know About Group Life Insurance

Kevin Hallam | Sep 7, 2021
Categories
Insurance

Why Financial Advisors Are Still Necessary

Kevin Hallam | Aug 24, 2021
Categories
Finance
Robo Advisors
Tutor style house.

Real Estate Investing for the Beginner

Kevin Hallam | Aug 10, 2021
Categories
Real Estate
Property
Investments
Phone, clipboard, pen and paper on a desk.

Yes, You Can Still Buy Savings Bonds

Kevin Hallam | Jul 29, 2021
Categories
Savings
Business person standing during a meeting

Top 10 Financial Terms

Kevin Hallam | Jul 22, 2021
Categories
Finance

Retiring Abroad

Kevin Hallam | Jul 13, 2021
Categories
Retirement
Glasses on notepad.

401(k) vs. IRA

Kevin Hallam | Jul 1, 2021
Categories
Investments
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Kevin Hallam | Jun 22, 2021
Categories
Tax Planning
donations-volunteer

All Donations Are Not Created Equal

Kevin Hallam | Jun 10, 2021
Categories
Finance
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Kevin Hallam | Jun 1, 2021
Categories
Retirement

Financial FAQs

Kevin Hallam | May 25, 2021
Categories
Finance
Group exercise class in gym.
Kevin Hallam | Nov 30, 2021

Go to the Gym for Lower Insurance Premiums

Lifestyle
Insurance
It stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people. What you may not know is that they can also be
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Millennials on laptops in coffee shop.
Kevin Hallam | Nov 25, 2021

5 Reasons Why Millennials Should Buy Life Insurance Right Now

Insurance
It’s no surprise that studies show young adults are not into insurance. There are too many other financial challenges to worry about, such as paying off
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default blog image
Kevin Hallam | Nov 23, 2021

Infographic: How to Choose the Right Investment Advisor

Investments

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

Read More
Women on beach staring at child in ocean.
Kevin Hallam | Nov 18, 2021

Life Insurance and the Single Parent

Insurance
Family
Pat does not currently receive any financial support from another parent and there wouldn’t be any upon her death. Her sister and brother-in-law are her
Read More
Married couple in front of lake.
Kevin Hallam | Nov 16, 2021

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Kevin Hallam | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
Read More
Happy couple.
Kevin Hallam | Nov 9, 2021

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Kevin Hallam | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More
Business handshake.
Kevin Hallam | Nov 2, 2021

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Kevin Hallam | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Old men playing chess.
Kevin Hallam | Oct 26, 2021

Annuities and Retirement Planning

Annuity
Retirement
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to
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Child with apple.
Kevin Hallam | Oct 21, 2021

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
Read More

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Cambridge's Form CRS (Client Relationship Summary)

 

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