Investment Center

What does it actually cost to raise a child? You might be surprised.

The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.

Does your insurance cover you if you get into an accident with an uninsured driver?

Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

📅 403(b) Day is April 3rd!

Today is all about raising awareness for retirement savings—ensuring a secure future for those who serve our communities, from the classroom and the clinic to nonprofits and houses of worship.

We see you. We appreciate you. 💙

⏳ “Later” comes faster than you think.
Let April 3 be your reminder to take action.

👉 Increase your 403(b) contribution — even a 1% increase today can grow significantly over time thanks to compounding
👉 Review your contribution rate — make sure it still aligns with your goals and any recent changes in income
👉 Maximize your employer match — don’t leave free money on the table if your employer offers a match
👉 Invest in your future — check your investment choices to ensure they match your timeline and risk comfort

📞 Give our office a call—we’re here to help you build the retirement you deserve.

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Managing Money as a Couple Keys to preparing to grow wealthy together.

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.

🎬 Fun Question Friday!

We all have that one movie we can quote line for line or watch no matter how many times it’s on.

What’s a movie you’ve seen way too many times? 🍿

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.

🐾 Happy National Puppy Day! 🐾

We’re celebrating some of our staff’s adorable pups who make life a little brighter every day. 🐶💛

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Countering Counterfeit Currency Combating counterfeiting remains core to preserving the integrity of the nation’s money.