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Blog

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Kevin Hallam | May 21, 2025
Categories
Retirement
Investments
Savings

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

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

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

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Kevin Hallam | May 6, 2025
Categories
Investments

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

Kevin Hallam | May 1, 2025
Categories
Investments
Finance
Risk Management
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Kevin Hallam | Apr 29, 2025
Categories
Retirement

How Hindsight Bias Hurts Investors

Kevin Hallam | Apr 24, 2025
Categories
Investments

5 Smart Ways to Use Your Tax Refund in 2025

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

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

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

How to Dive into Business Succession Planning: 10 Key Questions

Kevin Hallam | Apr 15, 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

5 Tax-Saving Strategies to Keep More of Your Money

Kevin Hallam | Apr 8, 2025
Categories
Tax Planning
Retirement

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

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

Planning for the Future: Essential Steps to Secure Your Retirement

Kevin Hallam | Jan 8, 2025
Categories
Retirement
Savings

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Kevin Hallam | Nov 12, 2024
Categories
Investments
Tax Planning

5 Damaging Myths About Money Talks & the Facts Behind Them

Kevin Hallam | Nov 7, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
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7 Milestones At Age 50 & Above

Kevin Hallam | Oct 8, 2024
Categories
Retirement
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How to Reprogram & Improve Your Money Mindset

Kevin Hallam | Oct 4, 2024
Categories
Finance
Investments
Savings

4 Pervasive Myths About Inflation

Kevin Hallam | Sep 10, 2024
Categories
Investments
Finance
default blog image

A Guide to Pensions & Retirement Benefits

Kevin Hallam | Aug 12, 2024
Categories
Retirement
Investments
Tax Planning
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
A calculator and a pen on top of a graph

5 Year-End Tax Planning Opportunities

Kevin Hallam | Feb 6, 2023
Categories
Tax Planning
Man sitting on a park bench and working on a laptop

Financial FAQs

Kevin Hallam | Jan 25, 2023
Categories
Finance
Retirement
Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Kevin Hallam | Jan 17, 2023
Categories
Finance
Lifestyle
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
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
stock

Top 5 Financial Terms You Should Understand

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

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Kevin Hallam | Nov 29, 2022
Categories
Finance
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
Elderly woman and younger woman having a conversation

Do You Still Need Life Insurance When You Retire?

Kevin Hallam | Nov 22, 2022
Categories
Insurance
fair lights in hands

Preparing for an Early or Unexpected Retirement

Kevin Hallam | Nov 17, 2022
Categories
Retirement

Unwrap a Holiday with Less Financial Stress

Kevin Hallam | Nov 15, 2022
Categories
Savings
Lifestyle
financial professionals

Personal Liability Protection

Kevin Hallam | Nov 10, 2022
Categories
Insurance
coins in a cup with growing plant

What are the Benefits of Saving Early?

Kevin Hallam | Nov 8, 2022
Categories
Savings
Finance
A row of houses along a canal

Retiring Abroad

Kevin Hallam | Nov 5, 2022
Categories
Retirement
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

The 2023 Cost-of-Living Adjustment

Kevin Hallam | Oct 20, 2022
Categories
Retirement
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
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

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

Kevin Hallam | Oct 6, 2022
Categories
Health
Retirement
Elderly person holding a stress ball

How to Plan Long-Term Care Before You Need It

Kevin Hallam | Oct 4, 2022
Categories
Finance
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
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
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
financial professionals

Personal Liability Protection

Kevin Hallam | Sep 20, 2022
Categories
Insurance
Hand holding a page with several charts on it

Asset Allocation and Risk Allocation

Kevin Hallam | Sep 15, 2022
Categories
Investments
Hand holding a large bundle of balloons

What to Do With with a Sudden Windfall

Kevin Hallam | Sep 8, 2022
Categories
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 couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

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

Financial Planning for Young Professionals

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

The Biggest Reasons to Own Life Insurance

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

Should You Prioritize Retirement Savings over College Savings?

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

Making Money in Real Estate: Pitfalls to Prepare For

Kevin Hallam | Jun 21, 2022
Categories
Investments
Property
Real Estate
Hospital hallways.

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

Kevin Hallam | Jun 16, 2022
Categories
Finance
Insurance
Two Volkswagen beetles in a field.

Demystifying Auto Insurance Rates and How to Lower Them

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

Are Emotions Controlling Your Personal Finances?

Kevin Hallam | Jun 7, 2022
Categories
Finance
Child running on wooden bridge.

Habits of a Savvy Saving Family

Kevin Hallam | Jun 2, 2022
Categories
Education
Savings
Family
Handshake

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

Kevin Hallam | May 31, 2022
Categories
Insurance
Family
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
Google home.

Investment to Watch: Smart Home Technology

Kevin Hallam | May 24, 2022
Categories
Investments
Large house.

High Net Worth Families Need a Complete Risk Management Plan

Kevin Hallam | May 19, 2022
Categories
Insurance
Risk Management
Family
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

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

What are Disabilities Policies and Why Would You Need One?

Kevin Hallam | May 10, 2022
Categories
Education
Insurance
Disability
Business person pointing at laptop screen.

Insuring Lifetime Income Sufficiency with a Split Annuity

Kevin Hallam | May 5, 2022
Categories
Retirement
Annuity
Person with a walker.

Disability Insurance Tips for Professionals and Executives

Kevin Hallam | May 3, 2022
Categories
Education
Disability
Health
Married couple a bench staring at ocean.

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Kevin Hallam | Apr 28, 2022
Categories
Insurance
Family
Dad holding children in field.

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

Kevin Hallam | Apr 26, 2022
Categories
Education
Insurance
Family
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
Outdoor pool next to ocean.

How to Protect Your Finances While Traveling On Vacation

Kevin Hallam | Apr 19, 2022
Categories
Education
Lifestyle
Family
Wing of plane in sky.

Game of Life: Financial Planning At Every Age

Kevin Hallam | Apr 14, 2022
Categories
Education
Finance
Family
Calculator with financial numbers.

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

Kevin Hallam | Apr 12, 2022
Categories
Investments
Elderly woman doing yoga in a park

The New Normal Retirement

Kevin Hallam | Apr 7, 2022
Categories
Retirement
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

Financial Planning for Young Professionals

Kevin Hallam | Mar 31, 2022
Categories
Finance
College
Savings
Lifestyle
Robot with computer.

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

Kevin Hallam | Mar 29, 2022
Categories
Finance
Robo Advisors
Married couple a bench staring at ocean.

When Life Insurance Makes Financial Sense in Retirement

Kevin Hallam | Mar 24, 2022
Categories
Insurance
Retirement
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Kevin Hallam | Mar 22, 2022
Categories
Retirement
Paris skyline.

Think You’re Covered for Travel Abroad? Think Again

Kevin Hallam | Mar 17, 2022
Categories
Insurance

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

Kevin Hallam | Mar 15, 2022
Categories
Tax Planning
Emergency exit door.

Your Emergency Fund and You

Kevin Hallam | Mar 10, 2022
Categories
Risk Management
Savings
Political section of newspaper.

How Political Climates Affect the Financial Markets

Kevin Hallam | Mar 8, 2022
Categories
Finance
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Kevin Hallam | Mar 3, 2022
Categories
Finance
Tax Planning
Old school car with city view in background.

Should You Purchase Car Rental Insurance?

Kevin Hallam | Mar 1, 2022
Categories
Insurance
Property
Wall street street sign.

5 Common Financial Terms - You Probably Should Know

Kevin Hallam | Feb 24, 2022
Categories
Education
Finance

Understanding Tax Scams

Kevin Hallam | Feb 22, 2022
Categories
Tax Planning
Checklist

The Power of Compound Interest

Kevin Hallam | Feb 17, 2022
Categories
Education
Investments
Married couple a bench staring at ocean.

Life Insurance Replacement: What You Need to Know

Kevin Hallam | Feb 15, 2022
Categories
Insurance

Easy Tips to Take Time Off Taxes

Kevin Hallam | Feb 10, 2022
Categories
Tax Planning
Cell phone doing online banking.

The Ins and Outs of Banking Online

Kevin Hallam | Feb 8, 2022
Categories
Finance
Technology
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
Receipt and calculator.

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

Kevin Hallam | Feb 1, 2022
Categories
Retirement
Basketball hoop.

How To Hit Your Savings Goals

Kevin Hallam | Jan 27, 2022
Categories
Savings
default blog image

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

Kevin Hallam | Jan 25, 2022
Categories
Tax Planning
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Kevin Hallam | Jan 20, 2022
Categories
Robo Advisors
Finance
Calculator with financial numbers.

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Kevin Hallam | Jan 18, 2022
Categories
Insurance
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

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

Kevin Hallam | Jan 11, 2022
Categories
Finance
Group of students studying.

Why Young People Still Need Financial Professionals

Kevin Hallam | Jan 6, 2022
Categories
Finance
Aerial view of beach.

How to Save Money, When Saving Seems Impossible

Kevin Hallam | Jan 4, 2022
Categories
Savings
Row of classic cars.

Is Your Classic/Collector Car Underinsured?

Kevin Hallam | Dec 30, 2021
Categories
Property
Risk Management
Insurance
Male stretching on patio.

Get In shape - Financial Fitness 101

Kevin Hallam | Dec 28, 2021
Categories
Finance
Lifestyle

Financial Resolutions: 7 Tips to Keep You Accountable

Kevin Hallam | Dec 23, 2021
Categories
Finance
Savings
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
default blog image

Infographic: Helpful Life Insurance Advice You Can Use

Kevin Hallam | Dec 14, 2021
Categories
Insurance
Windy road.

How to Crack Into the World of Financial Planning

Kevin Hallam | Dec 9, 2021
Categories
Finance
Savings
Lifestyle
Chess board.

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

Kevin Hallam | Dec 7, 2021
Categories
Insurance

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

Kevin Hallam | Dec 2, 2021
Categories
College
Savings
Finance
Group exercise class in gym.

Go to the Gym for Lower Insurance Premiums

Kevin Hallam | Nov 30, 2021
Categories
Lifestyle
Insurance
Millennials on laptops in coffee shop.

5 Reasons Why Millennials Should Buy Life Insurance Right Now

Kevin Hallam | Nov 25, 2021
Categories
Insurance
default blog image

Infographic: How to Choose the Right Investment Advisor

Kevin Hallam | Nov 23, 2021
Categories
Investments
Women on beach staring at child in ocean.

Life Insurance and the Single Parent

Kevin Hallam | Nov 18, 2021
Categories
Insurance
Family
Married couple in front of lake.

Financial Planning for Newlyweds

Kevin Hallam | Nov 16, 2021
Categories
Finance
Lifestyle
Family

Social Security Facts for 2022

Kevin Hallam | Nov 11, 2021
Categories
Retirement
Happy couple.

Pay Yourself First - The Holy Grail of Personal Finance

Kevin Hallam | Nov 9, 2021
Categories
Finance
Lifestyle
Savings
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
Business handshake.

How to Choose a Life Insurance Agent

Kevin Hallam | Nov 2, 2021
Categories
Insurance
Lifestyle
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
Old men playing chess.

Annuities and Retirement Planning

Kevin Hallam | Oct 26, 2021
Categories
Annuity
Retirement
Child with apple.

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Kevin Hallam | Oct 21, 2021
Categories
Insurance
Lifestyle
Family
default blog image

Infographic: The Importance of Financial Goals

Kevin Hallam | Oct 19, 2021
Categories
Finance
Lifestyle
Married couple a bench staring at ocean.

Do Spouses Need the Same Amount of Life Insurance?

Kevin Hallam | Oct 14, 2021
Categories
Insurance
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
Door of a house.

Six Questions about Buying Mortgage Life Insurance

Kevin Hallam | Oct 7, 2021
Categories
Education
Insurance
Walking with a walker.

How Costly Gaps in Disability Insurance Coverage Can Be Avoided

Kevin Hallam | Oct 5, 2021
Categories
Disability
Insurance
Sitting on dock.

Retirement

Kevin Hallam | Sep 30, 2021
Categories
Retirement

Repaying Student Debt

Kevin Hallam | Sep 28, 2021
Categories
College
Boy running on wooden bridge.

Saving for Your Child's School

Kevin Hallam | Sep 23, 2021
Categories
College
Giving an apple.

A Quick Guide to Planned Giving

Kevin Hallam | Sep 21, 2021
Categories
Lifestyle
Finance
Paper report.

Know Your Credit Score

Kevin Hallam | Sep 16, 2021
Categories
Finance
Credit
Receipt and calculator.

Tax Planning Basics

Kevin Hallam | Sep 14, 2021
Categories
Tax Planning
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Kevin Hallam | Sep 9, 2021
Categories
Retirement
Group of children sitting on bench.

Four Things You Need To Know About Group Life Insurance

Kevin Hallam | Sep 7, 2021
Categories
Insurance
Group of students studying.

Student Debt

Kevin Hallam | Sep 2, 2021
Categories
College
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

Why Financial Advisors Are Still Necessary

Kevin Hallam | Aug 24, 2021
Categories
Finance
Robo Advisors
default blog image

Infographic: Saving for Your Child's School

Kevin Hallam | Aug 19, 2021
Categories
College
Doctor visit.

Health Insurance 101

Kevin Hallam | Aug 17, 2021
Categories
Insurance
Lifestyle
Skyline

Renter's Insurance

Kevin Hallam | Aug 12, 2021
Categories
Insurance
Real Estate
Property
Tutor style house.

Real Estate Investing for the Beginner

Kevin Hallam | Aug 10, 2021
Categories
Real Estate
Property
Investments
Door of brick house.

Investing in Single Family Homes

Kevin Hallam | Aug 5, 2021
Categories
Real Estate
Property
Investments
Houses in a neighbourhood.

Best Tax Friendly Places to Live for Retirees

Kevin Hallam | Aug 3, 2021
Categories
Retirement
Lifestyle
Phone, clipboard, pen and paper on a desk.

Yes, You Can Still Buy Savings Bonds

Kevin Hallam | Jul 29, 2021
Categories
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Money Management 101: Tips for Your Kids Entering the Workforce

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How to Look for Investing Opportunities during the COVID-19 Crisis

Intro

With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused

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