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Blog

Professionally dressed man and woman looking at a tablet
Jeff Cleckner | May 28, 2024

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Image of a sailboat sailing on a lake, with cloudy weather above.
Jeff Cleckner | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Two older businesspeople looking at a tablet screen
Jeff Cleckner | May 14, 2024

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Jeff Cleckner | May 7, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Market Volatility
Jeff Cleckner | Apr 30, 2024

Why are markets volatile?

Investments
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
Read More
Older couple embracing on a boat overlooking a body of water
Jeff Cleckner | Apr 23, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Hands holding a small wrapped present
Jeff Cleckner | Apr 16, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Jeff Cleckner | Apr 9, 2024

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Watercolor style picture of 5 carrots sprouting from the ground.
Jeff Cleckner | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

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Parents holding their child's hands. The child is jumping
Jeff Cleckner | Mar 26, 2024

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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An older man relaxing and laying down in an inner tube on relaxing water.
Jeff Cleckner | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Elderly woman doing yoga in a park
Jeff Cleckner | Mar 12, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More

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