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  • About
  • Insurance
    • Home & Property
    • Auto & Motorsports
    • Life
    • Medicare
    • Business
    • Identity Theft
    • Login to Your Account
  • Financial Services
    • IRA Accounts
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  • Estate Planning
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Tips

Home » Tips
 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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 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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 Free Booklet and Guide: Understanding Taxes
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By Bruce Porter
In Tips
Posted February 25, 2021

Free Booklet and Guide: Understanding Taxes

It’s been said before that death and taxes are the only two certainties in life. Clearly, paying taxes is not something most people look forward to. Because of this, you may be tempted to get [...]

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 K-Rog Wildcat TV & Radio
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By Bruce Porter
In Tips
Posted November 12, 2020

K-Rog Wildcat TV & Radio

K-Rog Wildcat TV & Radio When the pandemic forced everyone to stay home, one group of friends got creative in their boredom and accidentally made a community resource.  Defacto Station [...]

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 Answering Common Questions About Life Insurance
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By Bruce Porter
In Insurance Advice, Financial Planning, Tips
Posted September 8, 2020

Answering Common Questions About Life Insurance

The COVID-19 pandemic has more and more people asking about life insurance. What is it? How does it work? What types of life insurance policies are there? How do I choose the right one? How much [...]

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 What Factors Determine Car Insurance Rates in Missouri?
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By Bill Helfrecht
In Insurance Advice, Tips
Posted May 5, 2020

What Factors Determine Car Insurance Rates in Missouri?

What Factors Determine Car Insurance Rates in Missouri? Every driver is unique. And every car insurance policy is tailored to a unique set of circumstances.  How much you pay also depends on many [...]

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By Bruce Porter
In Financial Planning, Insurance Advice, Tips
Posted February 7, 2020

Financial Planning in 2020: Focus on the Essentials

These 2020 tips are still relevant today! However, if you’re looking for more detailed information about 2021 and the three pillars of financial planning, read our blog welcoming a new financial [...]

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 Winter Driving… Are You Prepared?
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By Bill Helfrecht
In Insurance Advice, Tips
Posted January 21, 2020

Winter Driving… Are You Prepared?

Winter has already come and went a few times in the Ozarks and could possibly come and go a few more times over the next couple of months. Driving in the winter weather can cause a lot of stress [...]

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By Bruce Porter
In Ozarks Live, Financial Planning, Tips
Posted November 11, 2019

Charitable Giving Plan: How to Invest in Things You Care About

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 [...]

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 Follow These Tips for Winterizing a Boat or RV This Fall
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By John Schaeffer
In Tips
Posted November 4, 2019

Follow These Tips for Winterizing a Boat or RV This Fall

Once again, that old familiar chill is in back the air.  But while you’re enjoying the fall foliage and pumpkin spice, don’t forget to prepare your boat or RV for the cold weather ahead. Boats [...]

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