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Money Matters Newsletter

  This month, my newsletter explores the following topics:              Thirteen tax breaks for homeowners and home buyers              Best ways to get tax-free retirement savings              Fifteen ways to find money for an MBA              What to do with… Continue reading Money Matters Newsletter

Who Do You Trust?

Dear Friends, It’s been a while since we last touched base. I hope you and your family are happy, healthy, and doing well. The past two years have been crazy and a lot has changed for me, both personally and professionally. I wanted to take a moment to fill you in. In 2020 I started… Continue reading Who Do You Trust?

Money Matters Newsletter

  This month, my newsletter explores the following topics:              Everything you must know about “backdoor” Roth IRAs              How to fix your credit score              How families can negotiate for more college aid              U.S. housing market’s inflation storm is coming As we enjoy the summer and start thinking… Continue reading Money Matters Newsletter

Insurance Tips for Your College Student

students moving into halls

  Dear Friends,   It’s hard to believe that the beginning of the new school year is just around the corner! The weeks leading up to dropping your child off at college are full of checklists and preparation. It’s around this time that we start getting phone calls from parents.   “My child is going… Continue reading Insurance Tips for Your College Student

Relationships are Everything

  Dear Friends,   At Silver Lining Insurance Agency (SLIA), we value relationships. They truly mean everything to us. In fact, one of the things I love most about SLIA is that we are a relationship-based business. Yes, we offer a complete scope of personal and business insurance products, but the passion behind our business… Continue reading Relationships are Everything

Money Matters Newsletter

  This month, my newsletter explores the following topics: Strategy for maximizing your social security benefits Ten habits that drive your financial growth What is a SEP IRA? Is mortgage refinancing right for you? Please contact me if you would like to discuss your finances.   What’s Your Strategy For Maximizing Your Social Security Benefits?… Continue reading Money Matters Newsletter

Money Matters Newsletter

This month, my newsletter explores the following topics: Must-have ‘non-financial assets’ in your estate plan What inflation fears mean for your 401(k) How to tap free money for college How your credit score impacts your net worth Summer is here and we’re almost halfway through the year. Please contact me if you would like to… Continue reading Money Matters Newsletter

Introducing Our New Mobile App

At SLIA, two of our core values are “commitment” and “provide excellence”.  We live these values every day, in everything we do.  We vow to always work tirelessly on behalf of our clients and to strive to exceed expectations by providing outstanding guidance, service and results.   With those values in mind, we recognize that… Continue reading Introducing Our New Mobile App

A New Beginning

  Dear Friends,   What a ‘decade’ 2020 was! It was a year that tested our resilience and forced us to dig deep to move forward (or just stay even). Our “new normal” was anything but normal! I have never been more excited to welcome a new year.   I’m sure you join me in… Continue reading A New Beginning

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