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Family Matters: Getting Your Financial House in Order

By: Matthew D. Kelly, CFP®

Not too long ago, I signed up for the new marriage, new house, and newborn extravaganza.  As many of you know, and I can certainly attest to now, it is quite the transition.  Times […]

Benefits of Purchasing Insurance Through Your Financial Adviser Versus the Internet

By: Barb Leson, FMLI

Being prepared for life’s unexpected events can be a daunting task that many often put on hold. One way to protect your family and their future is by purchasing insurance.  According to a March 2016 survey conducted […]

November is Long-Term Care Awareness Month

By: Barb Leson, FMLI

November is the ideal time to discuss long-term care with your financial advisor and learn how they can help you plan for a more secure future. At least 70% of people over the age of 65 will […]

The Powerful Benefits of Life Insurance

By: Barb Leson, FMLI

September is Life Insurance Awareness Month (LIAM) and the perfect time to emphasize the importance of life insurance with your financial adviser. Life insurance is a simple answer to a very difficult question: How will my family […]