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Blogs


Medicare Scams: What You Need to Know
Medicare Scams can be dangerous to senior citizens if they do not know how to identify a scam call.
May 23, 2022


How to Calculate the ROI a College Gives Graduates
There are now sources that will show you the ROI of thousands of colleges and universities across the United States.
Apr 21, 2022


News and Information for Employers: The biggest trending benefit this year
What do employees want - is it comprehensive benefits, flexible schedules or increased compensation? Responses range from guaranteed income
Apr 19, 2022


Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Jim Betzig, CIMA® named a 2022 Forbes “Best-In-State” Wealth Advisor
Apr 8, 2022


Recapping the Bumpy 1Q 2022 Ride
This quarter’s letter recaps the bumpy first quarter ride and discusses the key market themes impacting your portfolio.
Apr 5, 2022


February is Financial Aid Awareness Month. Did you know these 5 facts about Financial Aid?
With February being Financial Aid Awareness Month, take a look at this description of financial aid opportunities for students entering coll
Feb 18, 2022


Lift Retirement: How to Prepare for a 401(K) Audit
From this perspective, you might think there is no chance that you’re walking out of an audit unscathed. However, the outlook is a little...
Jan 12, 2022


News for Retirees in 2022: Social Security Benefit Increases & Other Adjustments
As people approach their golden years and prepare to transition out from full-time work, personal and financial considerations begin to...
Jan 6, 2022


Fourth Quarter Recap & First Quarter Outlook
Stock Market Themes Carry into Fourth Quarter The fourth quarter was a mixture of all the investment themes that defined 2021. Consumer...
Jan 5, 2022
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