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January is Financial Wellness Month — a time to reflect on your financial habits and reset your goals for the year ahead. As Intuit notes, financial wellness isn’t about wealth; […]
Is your retirement plan missing something? For many pre-retirees, a well-stocked savings account or 401(k) plan is a sign of success — a testament to a job well done. But […]
What if one financial decision could change the course of your retirement? For many approaching their 50s, that decision might be when to begin securing a fixed indexed annuity as […]
In an unpredictable market, one financial vehicle stands out for individuals seeking both growth and protection: the fixed index annuity. Especially for those nearing retirement, this option offers stability without […]
January marks a fresh start — and for many, it’s also a time for financial checkups. However, while reviewing budgets and retirement plans often tops the list, evaluating your life […]
For retirees and those approaching retirement, market volatility can render a financial plan uncertain and unpredictable. In times like these, certainty becomes a powerful asset. One way to gain that […]
The holiday season brings festive lights and cherished traditions. It’s also the perfect time to pause and reflect on what matters most: family, community, and the peace of mind that […]
Get Access to Early Registration Submit for the Legacy Tree It’s here! Mark your calendar – Sunday, July 19, 2026 – for our Virtual Member Summit. This year’s theme, The […]
If you’re five years from retirement, it might feel like a distant milestone. But in financial planning terms, it’s right around the corner. As you look ahead, you may be […]
As another year comes to a close, it’s natural to reflect on the changes and challenges you’ve faced. Whether you welcomed a new family member, paid off debt, or moved […]
We all want to be remembered for more than our belongings — we want to be remembered for how we lived, the people we helped, and the values we stood […]
Mary Helen (Hageman) Rausch, 87, of Fort Atkinson, Iowa, passed away unexpectedly on October 30, 2025, as a result of an automobile accident. Born on January 19, 1938, on the […]
Many people assume that life insurance is something you have to buy when you’re young. But if you’ve reached your 60s and are wondering whether it’s too late, here’s the […]
The holiday season usually revolves around what we give and receive. But the most meaningful gifts often aren’t the ones wrapped in paper or topped with bows. They’re the ones […]
When it comes to preparing for retirement, certainty is a rare commodity. That’s why many individuals are turning to annuities — a financial vehicle that can provide dependable income throughout […]
If you’re looking for financial solutions that prioritize safety and predictability, a fixed annuity might be worth considering. These financial vehicles can deliver reliable lifetime income and protect your principal […]
Each November, National Alzheimer’s Awareness Month calls attention to a disease that affects more than 6 million Americans and deeply impacts families, caregivers, and communities. The emotional toll is profound […]
Life insurance is more than a policy — it’s a promise. It’s one of the most enduring ways to protect your family’s future and uphold the values you hold dear. […]
