Recent Articles
Fun Facts About Jacque: Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers…
The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d…
Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’.…
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers…
Special Reports
Second Quarter 2021 A new US president and the winding down of most government-led pandemic safety measures welcomed investors to…
First Quarter 2021: What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the…
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Latest Newsletters
We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021…
ELEVATED INSIDER The word, ‘spring’ is such an active word. It’s an object that keeps your car riding comfortably by…
ELEVATED INSIDER Have we turned a corner? The ongoing COVID saga seems to have shifted into another gear. While reported…
ELEVATED INSIDER As the pandemic continues, the election coverage heats up, and the news cycle throbs with ‘this-is-all-important!’ furious excitement,…
