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Sunday, December 5, 2021

Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider disability insurance – the coverage that can help us maintain our...

Tuesday, November 30, 2021

Fall is a favorite time of year for lots of folks, including many of us at Valley Wealth Advisors. It is a wonderful time to reflect on the past months and truly be thankful for the countless blessings we have received and all the...

Monday, November 15, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...

Wednesday, November 3, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. One of the proposals would reduce the estate tax exemption to...

Sunday, October 17, 2021

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

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Friday, October 1, 2021

October is here and so begins the 2nd Annual Halloween Coloring Contest at Valley Wealth Advisors. Participate and you just might end up winning one of our five Halloween gift baskets. Simply download the page, color it, have your...

Monday, September 20, 2021

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...