2024—A Look Ahead

2023 is behind us… so what will 2024 look like? According to John Kenan, there may be more questions than answers!

The Ultimate To-Do List

Using Daniel’s actionable tips, create a to-do list that will help you stay focused on your goals, boost your productivity, and reduce stress.

Budget Basics

Your budget plays a big role in your financial plan. Learn more from Daniel Billings about why budgets are so important!

Financial Protection While You Are Alive

Source:, 2022 Here is just one example of how living benefits offered by some life insurance policies can help you reach your financial goals while you are living.

Life Insurance As An Asset

Source:, 2022 Try thinking of life insurance as an asset; Adding diversification to your portfolio, and upping protection against market downturns and tax changes.

WEU | December 12, 2022

The Week on Wall Street Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index lost 3.99% for the week. The MSCI EAFE index, which tracks developed overseas […]

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