Jonathan Anthony
Agent
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.
Calculators
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Articles
Life insurance starter guide for Gen Z and Millennials
As a Gen Z or Millennial, you may think you’re too young to think about life insurance, but actually your need for coverage may be higher now than when you’re older. You’re just starting out and likely haven’t had time to amass significant assets that might offset a sudden loss of income.
Are annuities right for your retirement
Annuities have been around for centuries as a way to create a retirement income stream. Yet they’ve taken heat in recent years due to bad products or unscrupulous companies corrupting their image. In our higher interest rate environment, annuities are back in the spotlight, but what exactly are they, and how might they work inside an overall financial plan?
Starting a family the total cost of a baby in 1983 versus today
Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared with 1983, and advice on how to manage the expense.
Planning a legacy for your children
As a parent, you’ve made sure your kids have had a safe, secure foundation for growth throughout their lives. You’ve made it possible for them to become the people they are and realize their full potential. And, while finances aren’t the only piece of the puzzle, they are an important one. If you’ve thought about legacy planning at all, you may have considered it something you could put off for a while. It’s a task you might have intended to tackle after the endless rounds of meals, laundry, and carpooling have settled down.
Two families consider different college savings strategies
Education is the great equalizer, and there’s perhaps no better (or bigger) expense to plan for when raising children. According to College Board’s Trends in College Pricing and Student Aid 2021-2022 survey, the average annual tuition for an in-state student at a public college was $10,750, and the cost for tuition at a private college was $38,070 per year. 2 Room and board, fees, books, meal plans, and miscellaneous costs are extra.
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How your protection needs change over time: 3 personas
As the years go by, your life and career will naturally evolve, and your priorities will shift accordingly. How you plan for the future will change, and you’ll think differently about protecting yourself and your loved ones.
Simple ways for small businesses to provide financial wellness programs for their employees
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
How much do you need to save for retirement at 65?
You’ve been saving for retirement for quite some time, but you have more than a decade to go before you can finally step away from your full-time job. While it might feel far off, now is the time to evaluate how you’re doing with your savings plan and adjust if necessary. Many wonder how much is enough when it comes to their retirement, and as you near retirement age, those funds and your needs may have changed since you first started out. By taking the time to review your approach, you can be prepared for the road ahead.
Budgeting for a non-budgeter, Part 2
Making Your Budget Work Harder for You. In Part 1 of our series on budgeting for the budget-phobic, we walked you through the basics of budget creation. If you’ve followed these guidelines, you should now have a working idea of how much you can afford to spend on all of the key categories of your budget. Still, your work is far from over. In fact, it’s not unusual to find that a budget that looks good on paper can fall apart in the first few months of implementation. Life events and associated spending can pop up at any time, from landing a new job and needing to purchase a more professional wardrobe to your car starting to make funny sounds, resulting in hundreds of dollars in repairs.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.