By Victoria Ostrosky Jessie was going through a pile of mail while standing at her circular filing system, quickly disposing of the junk mail, when one piece caught her attention. Her face lit up with a smile. Almost two years ago Jessie became a grandmother. Her granddaughter was everything to her,...
By Maurice Stouse, Branch Manager and Financial Advisor As we approach the end of the year many of you will be needing to take your Required Minimum Distribution (RMD) from your retirement accounts. That must be done by Thursday, December 31st, 2019. You work with your plan provider or financial...

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From Jeremy Neel Question: My home sustained water damage recently and I experienced a very confusing and frustrating process. Can you lay out an idea of what should be done in case I experience this again? -Misty B. ANSWER: Thank you for your question. We would be happy to help, but as...
By Matthew Vanderford You’d be surprised how much cheese steaks, insurance and boxing all have in common. Say what?! That’s right…you’d be surprised. So if you’ve ever seen the movie Rocky (or any Rocky movie for that matter – including the new Creed films), you’d see how much hard internal work...
by Alan Roberts How safe did you feel the last time you used a rideshare service? Did the driver open the door for you? Were you treated like a guest and made to feel special? There are so many questions, so little justification for what Americans are currently experiencing throughout...
By Daniel Jones Every industry has felt a change in the last few years and doing business certainly isn’t what it used to be. Many still talk about the good old days when business was done in person and you could trust a handshake deal. But unlike years ago, today...
By Matthew Vanderford I love the movie Rocky, my kids love Rocky, even my wife kinda likes Rocky. I mean she has to, she and her family are from Philly. And you can’t be from Philly without being from Philly. That’s like asking a zebra to not have stripes –...
By Maurice Stouse, Branch Manager and Financial Advisor As we approach the end of the year, many of you will be needing to take your Required Minimum Distribution (RMD) from your retirement accounts. That must be done by Thursday, Dec. 31, 2019. You work with your plan provider or financial...
By Gail Pelto, Realtor In Part 1 of this series we covered the A.C.E.S. Plus – Appreciation, Cash flow, Equity, Shelter your taxes and the Plus…Leverage and in Part 2 we reviewed Research, Planning your Expenses, Budget, Starting Small and then Expanding your Portfolio (Please see August and Septembers articles...
By: Rita L. Sherwood 23 years and counting in the health care insurance industry, spanning three generations as a family business, Billy Drennan and his wife, Angelea grew up in insurance and know no other industry. That’s a good thing, especially when it comes to trying to navigate the often...

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