Insights

We’ll help you stay informed about issues that are important to you.

Knowledge is the key to success. With that in mind, we built an online library of the most pertinent information. Here you can stay up to date on news and other information that could affect your income, your business or your retirement plan.


Insights

Buying A Home!

Jul 14, 2016
How Much Can You Afford? According to a general rule of thumb, you can afford a house that costs two and a half times your…
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10 Years & Counting!

Jul 11, 2016
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you…
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Life Insurance at Various Life Stages

Jun 27, 2016
Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as…
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Chairman & Leaders Top Producers Conference (photos!)

Jun 15, 2016
Our advisors, Steve Ciepiela and Adam Ciepiela, went to Kestra Financial’s Fusion Chairman & Leaders Top Producer conference at the beautiful Montage Deer Valley Resort…
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Put Savings (And Yourself) First With a Budget

Jun 03, 2016
Starting a budget is relatively easy; you can use a budgeting software, or simply jot down your income and expenses on paper. Before starting, however,…
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Prevent Social Media from Leading Thieves to Your Doorstep

May 24, 2016
John Solomon, Executive Vice President, Wealth Advisory As the class divide widens, modesty has become increasingly important to the wealthy. A recent study indicates nearly nine…
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Longevity Risk & Retirement Income

May 11, 2016
Many Americans do not realize that one of the greatest threats to their financial security in retirement may be the risk of outliving their money.…
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Disability Insurance Awareness Month

Disability Insurance Awareness Month!

May 03, 2016
It’s Disability Insurance Awareness Month! During the entire month of May we are joining with The Council for Disability Awareness to remind you about the…
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