Executive Summary Estate planning is not just for the wealthy; it’s a vital process for anyone who wants to protect their loved ones, preserve their legacy, and ensure their wishes are followed. From drafting a will to naming guardians, managing assets, and planning for long-term care, estate planning empowers you to take control of your […]

Despite market volatility and concern over inflation, the Fed, geopolitics, and more, markets have done very well this year. What can investors be thankful for as we approach the holidays?

In last week’s intelligence briefing, surging market volume suggested major market offensives maybe setting up. This past week, the market engaged with tariff skirmishes, employment intel, and a barrage of earnings reports from the S&P 500’s elite forces, the Magnificent 7. However, those seeking a decisive victory may have found themselves in the disappointment of […]

Executive Summary Financial literacy is more than balancing a budget—it’s about understanding how money works and using it as a tool to achieve your goals! By learning key financial skills like saving, managing debt, and planning for retirement, you gain clarity, control, and the confidence to take ownership of your future. Want to watch an […]