Broker Check

Blog

Saturday, April 4, 2026

April is Autism Acceptance Month, a time dedicated to fostering communication, inclusion, and connection within our communities. My family has firsthand experience with autism, which has given us a deeper understanding, perspective,...

Wednesday, April 1, 2026

As we welcome April, the Social Security Administration is marking National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about...

Wednesday, February 11, 2026

I wanted to bring to your attention recent important changes to 529 plans that may impact your college savings strategy. Leftover funds in 529s can now be moved to Roth IRAs. However, there are many requirements and restrictions to...

Thursday, October 30, 2025

Halloween is almost here—time for costumes, candy, and plenty of spook-tacular fun! Before you head out for a night full of tricks and treats, here are some quick tips to keep the whole crew safe: 🎃 Trick-or-Treat Smart Stick to...

Monday, October 6, 2025

Halloween is one of the most exciting nights of the year—costumes, candy, and neighborhood fun make it truly magical.

Show All

Wednesday, October 1, 2025

Managing your traditional or Roth IRA each year is a powerful step toward building your retirement strategy. In 2025, you can contribute up to $7,000—or $8,000 if you're 50 or older (depending on your modified adjusted gross income)....

Thursday, September 4, 2025

On July 4, 2025, a major new tax law—the “Make American Workers and Families Thrive Again Act”—was signed into law. This wide-reaching legislation updates many parts of the 2017 Tax Cuts and Jobs Act, which were set to expire at the...

Friday, July 4, 2025

Happy 4th of July! Whether you’re celebrating with a cookout, a family gathering, or watching the fireworks with friends, Independence Day reminds us how lucky we all are to belong to this great nation. Enjoy the long weekend and join...

Thursday, January 9, 2025

You may have heard about the recently signed Social Security Fairness Act and wondered what it was and how it might affect you.The Social Security Fairness Act eliminates two longstanding provisions for Social Security: the Windfall...

Tuesday, December 17, 2024

Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which has some investors keeping an eye out for a late-year visit from Santa. As you can see from the chart, since 1950, December...

Tuesday, October 8, 2024

During this terrible and destructive hurricane season, our hearts are with Asheville, the Gulf Coast, and other impacted communities. If you’re like me, your mind might go to this famous quote by Fred Rogers from television’s Mister...

Wednesday, September 4, 2024

It’s time for your life insurance checkup. September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 If you don’t have any life insurance, you’re not alone. Life insurance is one of those...

Wednesday, August 28, 2024

Summer is almost over, and August is nationally recognized as Make a Will Month. Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the...

Monday, June 24, 2024

It feels as if we just started our summer vacations, but no doubt, you’re already seeing “back to school” ads and dreaming of cooler temperatures. We’re here to remind you that it’s OK to sit back and enjoy the vacations and warmer...

Monday, May 20, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Monday, May 20, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...

Sunday, December 31, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon.   The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code...

Monday, October 9, 2023

I hope this blog finds you in high "spirits" as we approach the spookiest time of the year. As the days creep closer to Halloween, confectioners weave a sweet web in preparation for this enchanting holiday. Did you know that the...