When a loved one needs care, it may seem like you must put your world on pause to ensure they get the proper help they need. It is crucial that you don’t. Long-term care is an important consideration for many individuals and families when planning for the future. Today's 65-year-olds have a nearly 70% chance of requiring long-term care services and support at some point. By taking a proactive approach, you can ensure that you and your loved ones receive the necessary care while maintaining financial stability

As we move beyond the 2024 U.S. presidential election, it may be hard to keep emotions in check. How will the outcome impact the stock markets and the portfolios of investors? While we can't know for sure if the results of this election will dramatically impact how the markets react, we can take a look at historical data from previous elections years to get a good idea of what may happen. Let's examine how markets typically act around elections and how the winning party impacts how the markets react.

Did you know that October is National Cybersecurity Awareness Month? All it takes is one wrong click and you could get yourself into some serious trouble online. Take time this month to educate yourself on current scams so you know what to avoid and learn steps you can take to keep yourself safe online.

October is National Financial Planning Month and it’s a great time to think about your finances and how you can budget to make the most of your holiday season. Take some time this month to assess your finances and learn how proper financial planning can make a difference in your life. Check out these tips from our advisors to get you started in your planning:

With the weather getting cooler, leaves starting to change, and kids going back to school, it means that September is here again. This means that it’s National College Savings Month, a fantastic time to look into how you can invest in education to secure a brighter future for your children and grandchildren. As the cost of higher education continues to grow, saving up for a higher education can seem like a challenging feat. But with a bit of planning, thoughtful decision-making, and guidance from one of our advisors, you can create a brighter future for your children.

September is Life Insurance Awareness Month and while it’s important to discuss life insurance at any time of year, this month we are taking a deep dive into the ways your life insurance policy can benefit you during your lifetime. In exploring your whole life insurance policy options, you may have chosen a policy with end-of-life care in mind. However, you may not have considered there are some ways you can reap the benefits of your policy while you are living.