Ozarks Live

How Do Insurance Claims Work? Sirens, whipping wind, pounding hail, and loud crashes… sounds all too familiar in the Ozarks. Severe weather such as straight-line wind, ice, hail, lightning, [...]

  “By failing to prepare, you are preparing to fail.” – Benjamin Franklin   Do YOU have a plan? At Estate Planning workshops at The Resource Center, I often begin by [...]

7 Ways to Manage Money in Troubled Times During the pandemic, there are many policies changing everyday.  The world is in an uneasy place and many people feel uncertain about how to best manage [...]

A Roth IRA was created in the Taxpayer Relief Act of 1997.  It is named after the sponsoring senator from Delaware, William Roth.  A Roth Conversion is a planning technique to pre-pay tax on your [...]

Bruce Porter details Coronavirus Aid, (CARES Act) on KOLR 10’s Dollars and $ense show on Ozarks Live   The Coronavirus Aid, Relief and Economic Security (CARES) Act was passed by [...]

State of the Union, Impeachment, Coronovirus and Global Uncertainty   According to Bruce Porter, an Investment Adviser Representative, “If you’re letting current events and emotions [...]

Americans are expected to spend over $15 BILLION on parties!   With the average cost per person being $81!!!  Whoa! Here are some helpful tips on how to rein in costs: 1. Have a spending limit. [...]

Generosity is alive and well. Americans gave an estimated $427.7 billion to charity in 2018, according to Giving USA’s Annual Report on Philanthropy.1 But with so many nonprofits vying for your [...]

Should I Pay For A Guaranteed Lifetime Income Rider? Have you ever bought something and you didn’t understand how it worked?  No, why would I buy something I didn’t understand??  WELL– Do [...]

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 [...]