This June, we recognize Pride Month, a time to celebrate the LGBTQ+ community and reflect on the journey toward equality.

Pride Month traces its roots back to the Stonewall Uprising of 1969, a pivotal moment that ignited the modern LGBTQ+ rights movement. The bravery of those who stood up that night paved the way for decades of advocacy and progress.

Now, we honor their resilience, celebrate love and identity in all forms, and reaffirm our commitment to inclusivity. However you observe it — whether through education, advocacy, or allyship — we hope this month is meaningful for you 🏳️‍🌈

Shavuot is a time of reflection, gratitude, and celebration. Whether you're gathering with loved ones, enjoying the season’s first fruits, or embracing the tradition of all-night study, we wish you a holiday filled with meaning and joy. Chag Sameach!

Marriage is a big step forward — and one that deserves to be protected. Life insurance can help do just that, offering peace of mind and a financial safety net.

Here’s why newlyweds should get life insurance sooner rather than later:

🔹It helps cover mortgage or loan obligations you take on as a couple.
🔹It can be borrowed against if challenges arise.
🔹It provides financial protection if one of you were to pass unexpectedly.
🔹It’s often more affordable the earlier you start.

Start building a secure foundation for your future together. Have questions? Our team is here to help you explore your options!

The FAFSA deadline for the 2025-2026 school year is approaching fast — don’t wait until the last minute! Submit your application by 11:59 p.m. CT on June 30, 2025, to ensure you’re eligible for financial aid.

Need guidance? Our team is here to help you navigate the process. Contact us with your questions!

As an employer, selecting the right 401(k) investment strategy for your workforce is a critical decision. For simplicity, many plans default to target date funds (TDFs), but custom planning offers more flexibility and personalization. Swipe through for more on how they compare.

Is your 401(k) plan designed to maximize retirement outcomes? Contact our team to explore the best strategy for your employees.

As spring transitions into summer, our team agrees — there’s nothing quite like unwinding outside with a cool drink. But turns out, we’re divided over the perfect refreshing beverage.

Help us settle this debate. Are you:

🍋Team bright, zesty lemonade
🥤Team smooth, classic iced tea

Drop your pick in the comments, and tell us why it’s your go-to!

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice to protect our freedom. Their courage and service will never be forgotten.

Please note that our offices will be closed Monday in observance of the holiday.

Wishing you a meaningful Memorial Day.

Mental health is just as important as physical health, yet misconceptions often prevent people from seeking support. As we celebrate Mental Health Awareness Month, let’s set the record straight:

💙 Mental health care isn’t just for crises – Anyone can benefit from support to maintain overall well-being.
💙 Insurance may cover mental health services – Many plans include therapy and counseling, so it’s worth reviewing your options.
💙 Mental health struggles aren’t always visible – Someone may seem fine on the outside but still be facing challenges.

This May, we invite you to join us in prioritizing well-being with small, meaningful actions. A healthier mind starts with everyday care!

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and opportunity for your family’s future. Swipe through to discover six steps to get started.

It’s never too early or too late to build a legacy. Contact our team today to create a personalized plan for your family’s financial future.