Why might the wealthy be directing more money into this middle-class bedrock? Presented by John J. Barrios, CFP® For generations, Americans have thought of life insurance as a midlife purchase of the middle class. Today, that perception is less accurate. Wealthier Americans seem to be buying more life insurance. Affluent individuals are recognizing what it […]

Weekly Economic Update

Meredith Poore Presents: WEEKLY ECONOMIC UPDATE     WEEKLY QUOTE “Don’t forget to love yourself.” – Soren Kierkegaard WEEKLY TIP Applying for a mortgage online could save you some money in terms of closing costs, origination fees and interest rates as the online application cost is less for the lender to bear. WEEKLY RIDDLE Can you rearrange the […]


Some of these may provide big savings. Presented by John Barrios, CFP® The Internal Revenue Code is around 700 pages thick – not as long as War and Peace or Remembrance of Things Past, but much drier reading. However, some very nice tax breaks may be found within its pages and amendments. Not all are […]