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• 8 Financial Wellness Tips to Help Manage Generational Wealth

  Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• Your Home’s Sump Pump: What You Need to Know

  From our subsidiary Broadview Insurance Agency: Learn how sump pumps work to protect your home from backed up water, and how Water Backup and Sump Pump Overflow Coverage can help cover damages to your home if your pump fails.

• Steven Massey

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• Year-End Financial Planning for Families

  Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

• 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

  Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

• Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

  The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

• Retiring Early As a Couple: A Financial Love Story

  Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.

• Mitigate the Destruction of Water Damage

  Water damage is one of the most common causes of property damage.

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• Beyond the Backyard Fire

  From our subsidiary Broadview Insurance Agency: As recent fire seasons have shown us, it’s all too easy for poor backyard fire safety behavior to lead to tragic and costly consequences.

• Investing Strategies for Stagnant Interest Rates

  In a world where economic certainty is not guaranteed, stagnant interest rates can present unique opportunities and challenges for investors.

• 10 Tips to Develop Financial Wellness This Year

  Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals.

• How to Recognize and Protect Yourself Against Tax Identity Theft

  A common type of identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Instead of getting a quick refund, they may instead be facing a lengthy battle with the IRS.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• Why Is My Check Engine Light On?

  From our subsidiary Broadview Insurance Agency: This guide to seven important dashboard lights can give you a jump start on the road to safer driving and help you stay on top of vehicle maintenance and repairs.