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Oct 18, 2020

Are you struggling when it comes to understanding and saving money? 2020 has been a year unlike any other in recent memory. For many, it has placed a renewed emphasis on the importance of smart financial planning and money management. As we look forward to 2021, Cetera Financial’s David Treece, has some tips to help...


Oct 16, 2020

As client expectations continue to shift and face-to-face interactions are limited, companies have had to pivot quickly or improve upon their existing client care models to create more meaningful and personalized experiences in order to meet clients’ changing needs. Joining me to celebrate National Customer Service...


Jul 24, 2020

Equifax, one of the leading credit reporting agencies, was recently sued in federal court in Virginia for including false information on credit reports.  That court - the U.S. District Court for the Eastern District of Virginia - approved a nationwide Settlement with Equifax related to claims that it included inaccurate...


May 16, 2020

Whether it is automobile, homeowners, renters, or life insurance, now is a good time to review your current policies to see how you can save money on premiums and; which policies may need to be adjusted.  Janet Ruiz, Director, Strategic Communication, the Insurance Information Institute has tips to help you make remain...


May 13, 2020

More than half of American workers have seen their hours reduced and, even before the crisis, 78% of workers were living paycheck to paycheck. To help provide relief during this time, PayActiv, the leading provider of employee earned wage and tip access, has waived its fees until further notice to help workers access...