by Katie Brown | Sep 16, 2022 | General
529 Plans: The big questions answered For National College Savings Month in September, we discuss several burning issues about these popular college savings vehicles. Assets in 529 college savings plans more than doubled in ten years, topping $370 billion at the end...
by Katie Brown | Sep 2, 2022 | General, Insurance
How much life insurance is enough? September is Life Insurance Awareness Month—a good time to take a fresh look at your existing policy, or consider how much coverage to get on a new policy. Purchasing a life insurance policy is an important step toward protecting...
by Katie Brown | Aug 12, 2022 | General
The Four Foundations of Financial Literacy August 14 is Financial Awareness Day. It’s a good time to brush up on the principles of financial planning—budgeting, managing debt, saving and investing. Being financially literate means you have the wherewithal to make...
by Katie Brown | Aug 5, 2022 | General, Investment
Smart Investing Tips Looking to begin an investing journey? We offer tips to help guide your strategy. THERE ARE NO SHORTAGE OF TIPS FOR INVESTING. IN FACT, SPEND ENOUGH TIME WITH YOUR NEIGHBOR, AND CHANCES ARE THAT YOU’LL HEAR A THING OR TWO ABOUT MUTUAL FUND...
by Katie Brown | Jul 22, 2022 | General, Investment
Help Your Adult Children Take A Step Toward Financial Independence Some of the biggest lessons your child may learn happen when they’re entering adulthood and getting ready to live independent lives. In a 2019 Pew Research study, most Americans say 22 is the ideal age...
Best-In-State Wealth Management Teams (2025 & 2026) 