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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
    • IRA Accounts
    • 401(k) Rollover
    • Wealth Management
  • Estate Planning
  • Blog
  • Videos
  • Quote
  • Contact

Financial Planning

Read more on advice and tips related to financial planning.
Home / Financial Planning /
 Why Women NEED Unique Financial Strategies
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By Bruce Porter
In Financial Planning, Tips
Posted April 7, 2023

Why Women NEED Unique Financial Strategies

Ladies, it’s time to break the silence and take hold of your own financial destiny! Too often, women are neglected and under-served in the financial realm. Building financial confidence [...]

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 5 Ways to CRUSH Your 2023 Financial Goals 💪
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By Bruce Porter
In Financial Planning, Tips
Posted February 28, 2023

5 Ways to CRUSH Your 2023 Financial Goals 💪

It’s been a few months since you made that 2023 New Year’s resolution to get your finances in order. So how’s it going? Are you making progress? Or is it time to make a change? [...]

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 10 Ways to Protect Yourself from Identity Theft
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By Bruce Porter
In Financial Planning
Posted January 23, 2023

10 Ways to Protect Yourself from Identity Theft

What is Identity Theft? Identity theft is when someone pretends to be you with the intent to access your bank accounts, credit cards, medical care, and other assets. According to the US Federal [...]

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 What Happens to Your 401(k) if You Lose Your Job?
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By Bruce Porter
In Financial Planning, IRA, Retirement
Posted January 5, 2023

What Happens to Your 401(k) if You Lose Your Job?

When you lose or change jobs, there are a few different strategies you can take. At The Resource Center, our goal is to optimize tax efficiency and identify each client’s financial goals. In this [...]

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 Inflation in 2022: How to Budget for the Holidays! 🎅🎁🎄
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By Bruce Porter
In Financial Planning
Posted October 26, 2022

Inflation in 2022: How to Budget for the Holidays! 🎅🎁🎄

Ho ho howdy, friends! As I’m sure you’ve noticed, inflation is creeping up on us this holiday season. While I’ve had a lot to say about what that might mean down the road, I think it’s also [...]

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 Life Insurance: Breaking Multi-Generational Wealth Gaps
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By Bruce Porter
In Financial Planning, Insurance Advice, Tips
Posted October 15, 2022

Life Insurance: Breaking Multi-Generational Wealth Gaps

In 2021, the official poverty rate for the United States was 11.6%, which accounts for over 37.9 million people. For our community in Springfield, Missouri, this number increases to 21.7%. Like [...]

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 Inheriting Money? 4 Things You Should do IMMEDIATELY 👇
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By Bruce Porter
In Financial Planning
Posted August 17, 2022

Inheriting Money? 4 Things You Should do IMMEDIATELY 👇

As a financial advisor, one of the greatest areas of concern I see is when someone inherits money unexpectedly. While different from winning money (which comes with its own rules and [...]

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 Prepare for the Future with Retirement Planning
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By Bruce Porter
In Financial Planning
Posted August 25, 2021

Prepare for the Future with Retirement Planning

If you’re wondering how to plan for retirement or whether you’ll have enough money in retirement, you’re not alone. According to the National Institute on Retirement Security, 55% of Americans [...]

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 Turn Your Dreams into Reality with Personalized Wealth Management
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By Bruce Porter
In Financial Planning
Posted July 21, 2021

Turn Your Dreams into Reality with Personalized Wealth Management

If your assets have grown over time, you may find your needs evolving along with your financial profile. How can you protect what you’ve earned? Where will you discover new opportunities for  [...]

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 The Top Three Steps to Making an Inheritance Last
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By Bruce Porter
In Financial Planning
Posted June 1, 2021

The Top Three Steps to Making an Inheritance Last

Have you recently inherited a sum of money and are unsure of how to save or invest it? Coming into a large or small amount of inheritance money unexpectedly can be very overwhelming – and also [...]

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