Keeping You Informed 

Understanding the cycle of investing may help you avoid easy pitfalls.

Join us for a discussion about your path to retirement. We’ll focus on important factors when making decisions for your 401(k), 403(b), IRAs and other accounts earmarked for retirement. We'll evaluate risks, time frames, contributions, tax issues and investments. We'll also discuss the importance of creating a disciplined investment strategy.

Watch the Replay from our January 27, 2022 presentation - an in-depth up-to-date review of the current economy and markets. We'll share our thoughts on the economy, markets and what lies ahead.

Watch the Replay! 2021 has been a busy year for lawmakers. 2022 could bring historic changes in our federal tax and spending packages. Join us in this discussion of the top tax questions for 2022.

Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future.

Watch our discussion from our September Lunch & Learn Series on protecting your wealth. Over the years you have attained wealth – equity in your home, your retirement savings, your investment account and other assets. What would happen if the unthinkable happened? We’ll explore some potential ways you can safeguard your wealth.