Newsletter

Apologies that there is no newsletter this quarter. Instead, here's a picture of Kaci, myself, and our daughter!

Download the Q2 2024 Newsletter here

In this edition we discuss the importance of disability insurance, walk through the differences of pre-tax contributions vs. Roth contributions, and discuss critical illness insurance plans.

Download Q3 2024 Newsletter here

Check out the Q3 2024 Newsletter! In this edition we talk about life insurance and look at historical trends of the stock market related to presidential elections.

Download the Q1 2024 Newsletter here

In this edition we look at a review of the markets in 2023, talk college planning, and look at safer alternatives for investors.