AddSum Balance Planning that makes Cents

09/01/2026

Meet LIAM—your guide through Life Insurance Awareness Month.

The future is built one decision at a time. Some decisions help create opportunities. Others help protect them.

Throughout September, LIAM will share helpful tips, insights, and reminders about financial planning to help individuals and families prepare for the future while continuing to pursue the life they're building today.

Life Insurance Awareness Month is a reminder to explore how life insurance fits into that bigger picture. Understanding its role can help create greater confidence through every stage of life.

07/22/2026

Have you seen this documentary?

“The Retirement Gamble” takes a closer look at how investment fees, market volatility, and long-term financial decisions can impact retirement savings. Whether you agree with every point or not, it’s definitely worth watching and thinking about.

As someone who helps people plan for retirement, I believe education is one of the most valuable tools I can share with you. Understanding your options can help you make more informed financial decisions.

Will your IRA or 401K accounts ensure a safe retirement? FRONTLINE ...

06/03/2026

Did you know: Women now own 39% of U.S. businesses and are behind nearly half of all new startups.

Women’s History Month is a reminder that today’s women entrepreneurs are building on generations of bold leadership and change.

The momentum is powerful, but so is the need to support and protect what's being built.

Learn more: https://bit.ly/4sr5Zim

04/09/2026

Did you know life insurance can do more than provide a death benefit?

Learn how cash value and policy loans may offer financial flexibility from expert tips by National Life Group.

Learn more: https://bit.ly/4mCcpcB

04/08/2026

We budget for entertainment. We invest in convenience. And more and more, we’re prioritizing something even more important: security. This Financial Literacy Month, take a moment to consider what peace of mind is worth to you… and take a step toward protecting it.

04/08/2026

Filed your taxes and didn’t provide valid bank information? Log into your Online Account to add it and get your refund faster. IRS.gov/directdeposit

04/07/2026

The alerts taxpayers to fake tax deduction calculators and online software exploiting the new tax laws under the One, Big, Beautiful Bill. Scammers may try to trick ineligible taxpayers into falsely claiming these new or expanded tax credits and deductions. The IRS urges you to protect your financial information and only use official, trusted sources for tax calculations and information.

These guidelines explain how: https://ow.ly/EveY50YBj5a

04/01/2026

Expecting a tax refund this year? Let's make it work for you.

Your tax refund is more than “extra money.” It’s an opportunity to strengthen your financial foundation — and we can help you start.

Learn more: https://bit.ly/4vmo8zZ

03/30/2026

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The reminds retirees who turned 73 in 2025 that they may need to take their first retirement plan required minimum distribution by April 1, 2026. Find out more: IRS.gov/RMD