Aligning your dreams & retirement

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Check out the latest insurance happenings, information about our workshops and important news that might impact your health insurance, retirement or investments. So keep checking in. We’re glad to have you reading along.

The Labor Market

The state of the economy matters deeply to long-term investors, as it directly influences portfolios and financial plans. Recent data has delivered mixed signals, leaving many investors uncertain about

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Taxes & Refunds Update

I wanted to share an important update that could impact how you pay taxes or receive refunds. On March 25, 2025, a federal executive order was signed that requires

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July Economic Developments

July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. Before we get started, we hope

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Feeling freedom in retirement can be challenging

Feeling freedom in retirement can be challenging... it doesn't have to be that way. Attend an event to find out how!