Ozarks Live

The whole world is buzzing about the U.S. Debt Ceiling. Now hopefully none of our readers are $31 Trillion in debt, BUT there’s still a valuable lesson here–this didn’t happen overnight, or even [...]

Hey loving couples! 😘 Are you and your partner looking to be better with money? Our financial advisor, Bruce Porter, has some great tips for all couples – whether you’re newlyweds, [...]

Should You Max Your 401K in 2023 Despite Record Inflation?? This year, inflation has seen the highest increase since 1981, and many of us have been wondering what that will mean for the future of [...]

Inflation is at a 40-year high. We all see it, and we all feel it. One of the biggest concerns I have for my clients is when they try to switch to liability-only coverages on their motorcycle [...]

If you purchase a jacket online and it doesn’t fit, you can just return it. Well, if you purchase insurance that “doesn’t fit” your family or your lifestyle, you most likely won’t know that [...]

What is a Money Trap? Money traps are a slow drain on your financial health. Think “The Money Pit” with Tom Hanks and Shelley Long! Except, in most cases, the money trap isn’t [...]

OH NO! My Boat’s Been Stolen! Now What?? Guys, do you know how many boats are stolen each year? In 2019, the National Insurance Crime Bureau reported 4,240 boat thefts1. The large majority [...]

Retirement Savings Made Simple: Roth IRA vs Traditional IRA Whether you’re setting up your first retirement account or looking for growth strategies, I always suggest starting with the [...]

Tips to Improve Your Financial Health This is a great time to have a conversation about your financial health. We’ve recently reviewed the market effects of January and addressed some [...]

5 Things to Do During a Market Correction There’s a lot of concern with downturns in the global market right now, and I think that it’s worthy of a conversation. We’ve talked [...]