by Katie Brown | Apr 21, 2023 | General, Investment
YOUR CD IS MATURING SOON. WHAT SHOULD YOU DO NEXT? Consider your options before it automatically renews If you have a certificate of deposit (CD) that is maturing soon, it’s time to make a decision. Your CD has been collecting interest for months or years, helping you...
by Katie Brown | Mar 10, 2023 | General, Retirement
IF YOU’RE WORRIED YOU’LL BE BORED DURINGRETIREMENT,THINK AGAIN Turn your “golden years” into an opportunity to discover the new you! You’ve probably been thinking about retirement for years – about the trips you’ll take, the family visits you’ll enjoy, the hobbies...
by Katie Brown | Mar 3, 2023 | General, Retirement
When Should You Retire? More workers are postponing retirement. Will you? The pandemic sparked some interesting retirement trends. First there was an unexpected decline in the share of workers in the United States who were 55 and older, prompting a study called “The...
by Katie Brown | Feb 24, 2023 | General, News
HELP PREVENT SCAMS TARGETING OLDER ADULTS Learn how to protect loved ones—and yourself—from fraud Face it. We’re all getting older. And, while age comes with wisdom, it can also come with vulnerability. The National Council on Aging (NCOA) reports that scams targeting...
by Katie Brown | Feb 17, 2023 | General
FINDING THE RIGHT WORK-LIFE BALANCE The pandemic blurred some lines, but optimism remains. At home or at work, our well-being relies on finding the right balance in our life. But finding the right work-life balance isn’t always easy—and was particularly challenging...
Best-In-State Wealth Management Teams (2025 & 2026) 