Is an Annuity a Good Investment?

Annuities Have Risks Too

By: Kevin R. Worthley, CFP® As a Certified Financial Planner™, I’ve been privy to a higher-than-normal amount of discussion and advertising about insurance annuities lately. Marketing materials and wholesaler calls have increased at my office … [Read more...]

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Your New Year’s Financial Resolutions; One Small Bite at a Time

key-to-success

By: Kevin Worthley, CFP® One of the annual rituals around the holidays is a list of New Year’s Resolutions or “how I’m going to change my whole life around to be a better person.”  These promises usually involve breaking habits we know … [Read more...]

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Why You Need an Emergency Fund – STAT!

Help at financial crisis

By: Kevin R. Worthley, CFP® In more than a decade of financial planning for families, it's rare to find a client who has an adequate emergency or contingency fund in their family finances.  The recommended amount of such savings varies between … [Read more...]

Quizzle.com is the easiest way to get a complete understanding of your credit. Visit Quizzle.com to get your free credit report and score. No purchase or credit card required!

Saving for College: Why You Need to Plan beyond Financial Aid

Education savings

By: Kevin Worthley, CFP® Autumn signals the beginning of college preparation season, where parents and their high school students gather information about potential college choices, prepare essays and applications, and of course, consider how to … [Read more...]

Quizzle.com is the easiest way to get a complete understanding of your credit. Visit Quizzle.com to get your free credit report and score. No purchase or credit card required!