Blogs

Annuity Awareness Month: Helping Bridge the Social Security Gap

Annuities, Blog, Blogs, Social Security /

June is typically recognized for the start of summer, which means graduation ceremonies, homebuying season, and wedding season. But for those who are thinking about their financial future, June also represents Annuity Awareness Month. Created by the National Association for Fixed Annuities (NAFA) and supported by financial professionals nationwide, this month-long campaign is dedicated to […]

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Values-Based Investing: From Trend to Strategic Alignment

Values-Based Investing: From Trend to Strategic Alignment

Blog, Blogs, Financial Planning, Investing /

You’ve likely seen it while scrolling through your 401(k) options or during a quick check of your brokerage account: a little leaf icon next to a fund labeled ESG. Initially, ESG was presented as a revolutionary framework, gaining significant traction as investors sought to align their capital with broader social and environmental goals. This rise

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Celebrating 529 Day: A Look at Education Savings

Blog, Blogs, College Savings, Financial Planning /

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help save for future education expenses. So whether you’re considering how to set a grandchild up for

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Disability Insurance: Widening Your Family’s Safety Net

Blog, Blogs, Disability Insurance, Healthcare, Insurance /

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner was the norm; today, the dual-income household is the engine of the American economy. Families now rely on two paychecks to maintain their lifestyle, balance the mortgage, fund a

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Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day

Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day

Blog, Blogs, Fraud Protection /

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billions of dollars in recent years. In 2024, scams reported to the FTC recorded losses of $2.4 billion, up from $1.9 billion in 2023. While wisdom has come with age,

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Champion Your Health: Empowering Older Americans

Champion Your Health: Empowering Older Americans

Blog, Blogs, Healthcare, Long-Term Care /

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine aging trends, and demonstrate the commitment to serving older adults. In step with that cause, we’re taking this time to honor older Americans by demonstrating our commitment to helping our clients fulfill their vision of retirement.

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Horsepower vs Speed: Understanding Risk Capacity and Risk Tolerance

Blog, Blogs, Financial Planning /

Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is capable of comfortably reaching speeds exceeding 150 MPH, but as the driver, how comfortable would you be traveling beyond 150 MPH? In the

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Trump Accounts: Building Wealth for the Next Generation

Blog, Blogs, Financial Planning /

  As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but there’s a new option available starting this year: Section 530A accounts, also known as

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