Insights

Latest updates, insights, and articles.

Showing 4 articles.
Computer and phone
By Sarah Yount, ChFC®
Sep 22, 2026 · 2 min read

Phishing Awareness and Best Practices

Phishing emails have become a regular part of doing business. They can look remarkably authentic, sometimes appearing to come from a colleague, a familiar company, a financial institution, or another trusted source.

Read more →
Middle aged couple reviewing finances
By Cody Schnipke, CFP®
May 28, 2026 · 2 min read

Moving Beyond the "Magic Number"

Retirement readiness is about more than savings. Learn how income, taxes, spending, and lifestyle shape long-term success.

Read more →
mom and daughter viewing laptop
By Adam Bray, CFP®
May 20, 2026 · 3 min read

The 529 Evolution

Learn how modern 529 plans can help fund education, career training, professional certifications, and more.

Read more →