Articles

What's Your Financial Literacy Score?

You may have heard or come across the term financial literacy as you’ve learned how to navigate finance and make monetary decisions. But, what does Financial Literacy really mean?

April 08, 2021
What's Your Financial Literacy Score?
Income Tax Checklist to Stay on Track

Tax time is upon us again, and that means gathering all of your documents needed and getting them in one place to make f...

February 19, 2021
Income Tax Checklist to Stay on Track
Marriage & Money - Tips for Couples

Prevent a Rift - Money Tips for Newlyweds & Not So Newlyweds! Research suggests that 70% of married millennial couples a...

February 03, 2021
Marriage & Money - Tips for Couples
Understanding 401K Rollovers

If you leave your job and have a current 401K at your old company, you must decide what to do with it. While leaving it where it is an option (sometimes), it’s not always the best...

June 30, 2020
Understanding 401K Rollovers
10 Planning Opportunities Amidst the Coronavirus Pandemic

All Americans were impacted when the government intentionally shut down our economy in hopes of protecting citizens by limiting the transfer of the Coronavirus Disease (“COVID-19”...

November 20, 2020
Wimple
5 Reasons to Hire an Independent Insurance Agent

Buying insurance is one of the most important decisions of your lifetime. You are buying protection that covers you during times of devastation or destruction. This isn’t a one-si...

By Wimple Support
September 25, 2020
5 Reasons to Hire an Independent Insurance Agent