Aligning your dreams & retirement


stay up to date

stay in the know

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.

U.S. Equity Indexes

Hope all is well with you. After a strong March, major U.S. equity indexes retreated in April. Rising Treasury yields were a prevalent theme for much of the month,

Read More »

Major Stock Indexes

Hope all is well with you as we head into the first weekend. Stock index investors were in command throughout March as the recent rally continued and showed signs

Read More »

2024 Market Outlook

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7%

Read More »

Happy Thanksgiving

Thanksgiving is a day to share and reflect on what you’re thankful for and what is truly important in life. Today, we’re thankful for our relationships and the people

Read More »

Happy Veterans Day

We owe a debt of gratitude to the men and women who have served our country. It comes at no small personal cost: family, friends, and health to name

Read More »

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!