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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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September Focus: Life Insurance Awareness

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

August Feature: Leaving a Legacy

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Building Your Legacy

Building Your Legacy

The desire to leave a legacy may be the height of altruism for it is a gift to the future, the benefit of which you may never witness, nor ever feel its appreciation by others.

July Feature: Make a Difference to Children

Planning a More Secure Future for Your Child with Special Needs 

Planning a More Secure Future for Your Child with Special Needs 

Every family is different, and each of us must create financial strategies
with our particular circumstances in mind. This is especially true for
families that care for children with special needs.

June Feature: Summer Safety

Three Keys to a Great Password

Three Keys to a Great Password

A great password is often the only thing standing between you and identity theft. But what makes a password really secure? Turns out, there are some important guidelines to follow to keep information safe. Read on for three smart tips.

Data Thieves 

Data Thieves 

Always remember, when it comes to safeguarding your sensitive information, prevention is your best defense. Don’t wait for thieves to strike!