Broker Check

Monthly Features

Monthly Featured Videos and Articles

Each month we will be focusing on one topic that is important to you! This page will be dedicated to sharing videos and articles that provide tips, tricks, and a wealth of knowledge to help you better plan for your financial future.

You can also view similar topics throughout the month on our social media pages, so if you aren't following us be sure to do that now!

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November Feature: Giving & Philanthropy

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Check out this short video to learn three tips for being a giver this season!

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October Feature: Medicare 

Insured At Every Age: <br/>The Golden Years

Insured At Every Age:
The Golden Years

Later adulthood brings with it just as many changes and opportunities as the bloom of youth. If you have children setting out on their own paths, many aspects of your financial life and priorities change. And whether you have children or not, approaching retirement has a way of crystallizing your financial focus.

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September Feature: Estate Strategy

Understanding Your Estate

Understanding Your Estate

Taking steps to help protect your estate is a key financial choice. With appropriate strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.

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5 Estate Considerations for the LGBTQ+ Community

5 Estate Considerations for the LGBTQ+ Community

If you're a member of the LBGTQ+ community, your financial and estate needs may present different challenges from other married and partnered couples. Let's take a look at some considerations you should keep in mind.

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