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Brandon McCormick

Budget Friendly Fall Activities

As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories do not come at the expense of your financial stability. Here are ten tips to help you plan and budget for your summer vacation while keeping…
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A Quick & Healthy Back to School Lunch

As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories do not come at the expense of your financial stability. Here are ten tips to help you plan and budget for your summer vacation while keeping…
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Ways to Save for College Costs

As we get into summer, many folks are looking forward to getting away. While making memories that last a lifetime is important, it’s also important to plan and budget wisely so that those memories do not come at the expense of your financial stability. Here are ten tips to help you plan and budget for your summer vacation while keeping…
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Sparkle and Safety: A Grandparent’s Guide to Fourth of July Fireworks

Importance of Safety: Protecting Your Loved Ones While fireworks inspire awe and excitement, they also present significant risks if not handled properly. According to the National Safety Council and the Consumer Product Safety Commission, fireworks can cause severe injuries, especially to children and bystanders, and are responsible for nearly 20,000 fires each year. For grandparents supervising grandchildren, understanding and enforcing…
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Annuity Sales Are Surging. Do You Know What They Are?

In the first quarter of 2024, U.S. annuity sales were $106.7 billion, the highest first quarter total since the 1980s, when LIMRA first started tracking annuity sales. Despite these high sales numbers, research indicates that many people don’t really know what annuities are. One recent study revealed that only 9% of consumers say they feel very knowledgeable about annuities, while…
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What is Sequence of Returns Risk?

We get it. Retirement can be scary. We know this because it’s our job to help our clients plan for and seamlessly transition into what should be one of the most rewarding times of their lives. What we often find, however, is that most are worried about retirement because of the risks that come with it. But what are some…
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