Death and Taxes: Planning for the Inevitable

Now that tax season is officially over, it’s time to turn our attention to planning for the only other certainty of life. More than 100M people already have a legal will. Another 120M do not. If you’re in the group who has been putting this off for way too long, you may be surprised to […]

Financial Checklist for Your Thirties and Forties

Your 30s and 40s can usher in a period in which your financial situation becomes increasing complex due to varied and sometimes conflicting priorities and expenses. You may find yourself contributing financially to support aging relatives at the same time you’re providing for your children – and trying to save for long-term financial goals of […]

To Buy or Not to Buy a Vacation Home?

You’ve always wanted to own a vacation home, and now you finally feel ready to make that purchase. Before you put an offer in for a cabin on the lake or condo in the mountains, consider the realities of owning a second property. Here are a few questions to think about before you finalize your […]

Navigating Through Roadside Assistance Plans

You may not think about your roadside assistance plan much, but if you end up experiencing a breakdown you will be left hoping you chose the right plan. Although spending the time comparing and vetting out roadside providers may seem like a mundane task, the truth is, there are a variety of plans out there […]

Announcing our newest affinity partner: Seven, For Life’s Unexpected

Seven Video Screen Capture
Seven, for Life’s Unexpected, is the newest affinity partner of the FIU Alumni Association. The Protection Group offers exclusive offerings for FIU alumni and friends.  Seven is a unique group benefit plan designed to manage both every day needs and the unexpected. Some of Seven’s protection services include auto deductible reimbursement, key remote replacement, roadside […]