Missions

Investment Maze: ETFs vs. Mutual Funds

When it comes to investing, choosing the right vehicle can significantly impact your financial journey. Exchange-traded funds (ETFs) and mutual funds are two popular options that provide diversification, professional management,…

Briefings - The Economy

Monthly Economic Update: February 2025

Wall Street saw stocks tumble mostly lower in February after strong returns in January as investors worried about the economic impact of tariffs, inflation, and rising geopolitical tensions.

Briefings - Markets

AI: Is it Cheating?

AI may be a short term productivity boost, but may create longer term problems in the future for many industries.

Retirement

Unlocking Medicare: The Essential Guide

Medicare Unpacked: What You Need to Know Medicare is more than just a federal health insurance program—it’s a lifeline for millions of Americans, providing coverage for retirees and those with…

Insurance

Home Insurance – How Much?

There is no easy solution to the problem of climate-related disasters as they continue to grow in number and intensify, causing insurance premiums to rise.

Taxes

Charitable Gifting Your Life Insurance

Life insurance allows you to make a much larger gift to charity than you might otherwise be able to afford.

College Planning

New Options For College Savings

Starting in 2024, extra funds in a 529 plan can be rolled over to a Roth IRA for the same beneficiary.

Estate Planning

We Need To Plan For The Inevitable

Taking the time to establish a comprehensive estate plan offers peace of mind for you and your loved ones,

Elder Care Planning

It Would Never Happen to Me, Would It?

The world is becoming increasingly dangerous to innocent people, as a new ecosystem of sophisticated scammers trolls for victims and awareness is key.

Investing

Investment Maze: ETFs vs. Mutual Funds

When it comes to investing, choosing the right vehicle can significantly impact your financial journey. Exchange-traded funds (ETFs) and mutual funds are two popular options that provide diversification, professional management,…

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

Unlocking Medicare: The Essential Guide

Medicare Unpacked: What You Need to Know Medicare is more than just a federal health insurance program—it’s a lifeline for millions of Americans, providing coverage for retirees and those with…