Unexpected medical expenses can add up fast — even with traditional health insurance. That’s where medical bridge coverage steps in, providing an extra layer of financial protection for life’s unexpected moments. Swipe through to learn more.

Contact our team today to learn more about medical bridge coverage for you or your employees.

A 401(k) is one of the most valuable benefits you can offer employees — but how does it actually work? Whether you’re a new business leader or simply want a refresher, swipe through for an overview.

Want to ensure your plan meets your employees' needs? Contact our team to explore your options!

How much life insurance is enough? It’s a question many people ask, and the answer depends on your unique financial situation. Swipe through for five key factors to consider when determining the proper coverage.

Contact us today to find the right policy for your family’s financial security.

With tax season behind us and June marking National Homeownership Month, now is a great time to explore the tax benefits that come with owning a home! From mortgage interest deductions to energy-efficient credits, there are valuable opportunities to maximize your savings — especially as real estate purchases and renovations pick up in the summer months.

Swipe through to learn more, and if you have questions about how these deductions and credits apply to you, give us a call. Our team is here to help!

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.