Financial briefs

Insurance plays a critical role in protecting your financial future, yet many people are unsure whether their coverage aligns with their goals. Explore key considerations for integrating insurance into your overall financial plan, common insurance dos and don’ts, the added layer of protection umbrella insurance can provide, and how disability insurance may help safeguard your income. You’ll also find personal insights from Carol Ringrose Alexander, who shares her thoughts on transitional financial planning and navigating life’s major changes, along with a family update from Randy Thurman. Together, these articles offer practical guidance and personal perspectives to help you protect what matters most and plan with greater confidence.

This month’s newsletter explores practical strategies to help you build confidence in your financial future. Discover how a flexible financial plan can adapt to life’s changes, learn ways to address five common retirement fears, and find tips for keeping track of retirement accounts and benefits throughout your career. We also discuss how to navigate important financial conversations with aging parents along with insights from advisors Brenda Bolander, CFP®, Chad Rudy, CFP®, and Alexx Peralta, CFP®. Together, these articles offer guidance to help you make informed decisions and stay focused on your long-term financial goals.

Ready to strengthen your financial future? This month’s newsletter explores practical strategies to help you build retirement confidence and develop healthy saving habits. Learn how to catch up on retirement savings if you feel behind, discover ways to nurture and maximize the benefits of your IRA, and consider whether time is working for or against your long-term financial goals. Plus, explore seven simple steps to make saving a consistent habit and create momentum toward your financial objectives.

Whether you’re just getting started or fine-tuning an established plan, this edition offers valuable insights to help you stay focused on achieving your retirement goals.

This month’s newsletter explores how debt fits into your financial plan, the impact of interest rates, ways to set healthy borrowing limits, and 10 practical steps to gain control of debt. Plus, enjoy personal insights and life reflections from our advisors.

Planning for college doesn’t have to feel overwhelming. In this issue, we bust common myths, explore the value of private schools, and share smart strategies to help manage costs. Learn how to start building a confident college funding plan today.

In this issue we focus on the essential elements of estate planning—especially for families with complex dynamics. We review key considerations for blended families, provide a practical estate planning checklist, and highlight why having a will is critical for protecting your wishes. You’ll also find insight into the often-overlooked financial aspects of death, along with personal reflections from our advisors.