Michael Dugas

If you suspect your loved one is being targeted by scammers, trust your gut. I can help you identify the signs of financial fraud and provide support.

7 steps to help protect loved ones from financial fraud Help keep your family members safe from scammers, identity theft and financial exploitation.

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Will inflation keep rising? Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

This Memorial Day, we remember those who gave their lives in service to our country.

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Trump Accounts: A guide for parents Learn how Trump Accounts work and compare options that can help you save for your child’s future.

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

4 reasons you should review your Medicare options every year Why should you revisit your Medicare benefits during open enrollment?

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

How to maximize your 401(k) investment strategy Get more value out of your 401(k) by following these 8 steps.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

What to expect from markets during a midterm election year 5 midterm market trends to watch — and what it means for your portfolio.

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Retirement countdown milestones Our pre-retirement checklist may help you improve your savings.