Broker Check


Wednesday, March 6, 2024

43% of Gen Z & 31% of Millennials prefer separate financial accounts in relationships, highlighting a shift towards financial autonomy. Our latest blog, by our President M. Kevin Carrier, offers proven strategies for financial harmony.

Wednesday, February 14, 2024

Facing a 25% disability risk before retirement, it's vital to understand coverage options. Most SSDI claims are denied, and employer plans often fall short. Learn how to navigate this landscape in our latest blog by M. Kevin Carrier.

Wednesday, February 7, 2024

Our President M. Kevin Carrer's latest blog reveals a valuable strategy for small business owners: adding a Roth IRA to your children's compensation. Find out how this approach can benefit both your family and business!

Tuesday, December 12, 2023

Learn five essential saving tips from our President M. Kevin Carrier, in this insightful blog. Understand how to prioritize savings, make smart purchases, and invest strategically for future security. Click below to read the full blog.

Wednesday, November 29, 2023

Read our latest blog written by our President M. Kevin Carrier. How Will Working Affect Social Security Benefits? In a recent survey, 73% of current workers stated they plan to work for pay after retiring. Learn more here:

Show All

Monday, November 20, 2023

Read our President M. Kevin Carrier's latest blog on key birthdays post-50 for smart retirement planning. Understand how these ages affect your income and benefits.

Monday, November 13, 2023

Stay ahead with 2024's tax updates! Our President, M. Kevin Carrier presents the latest IRS changes in our new blog. Learn about revised tax brackets, deductions, and retirement limits

Wednesday, November 8, 2023

Are you withholding the right amount from your paycheck? Too much or too little can mean surprises at tax time. Read our president M. Kevin Carrier's blog to gain insights on how to get it just right before the year ends.

Tuesday, October 31, 2023

The 2024 Social Security COLA increase of 3.2% is welcome news, but rising Medicare Part B premiums could offset these gains. Our latest blog offers a comprehensive look at these changes and their impact on your financial health.

Wednesday, October 25, 2023

Are you and your partner on the same financial page? Learn how to align your money goals, avoid common pitfalls, and build a secure future together. Take the first step—click to read more!

Friday, October 20, 2023

Check out this latest blog post by our president M. Kevin Carrier, simplifying the 401(k) decisions you face when switching jobs. Discover easy-to-understand options to keep your retirement savings growing smoothly.

Wednesday, June 28, 2023

Read our latest blog as, our President, M. Kevin Carrier uncovers the intriguing history of federal estate taxes in the U.S., from the inception in 1797 to the latest adjustments in 2023, and possible adjustments to come.

Wednesday, May 24, 2023

As parents, we strive to support our children in every way possible, even when they enter adulthood. Discover valuable insights on navigating financial conversations with them in our blog, written by our president, M. Kevin Carrier.

Wednesday, May 17, 2023

Planning for the future involves more than just accumulating wealth. It's essential to manage your estate effectively to ensure your loved ones are taken care of and your assets are distributed according to your wishes. Read more below ...

Tuesday, May 9, 2023

Celebrate older Americans month with our President, M. Kevin Carrier, as he shares key insights on the wisdom and contributions of older Americans. Click below to read his blog!

Wednesday, April 26, 2023

Retirement can be a daunting prospect, especially when it comes to deciding the right time to retire. In this blog post, M. Kevin Carrier, our president explores some non-traditional retirement stories of famous athletes.

Thursday, April 20, 2023

Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...

Thursday, April 6, 2023

Long-term care can be costly and draining on your finances. Protect yourself, your family, and your assets by understanding your options for funding long-term care. Read our blog for more information!

Wednesday, December 14, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. Check out our latest blog from our President M. Kevin Carrier

Wednesday, December 7, 2022

The Internal Revenue Service has released new limits for the coming year. Our President, M. Kevin Carrier has them detailed in his latest blog.

Wednesday, November 30, 2022

You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Check out our President, M. Kevin Carrier, latest blog to learn more.

Wednesday, November 9, 2022

We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell.The JOLTS report tells the Fed how many job openings there are each...

Wednesday, November 2, 2022

Check out our latest blog!

Wednesday, October 26, 2022

Traditionally, our President M. Kevin Carrier, has been a little cautious when people say, “it’s different this time.” Check out his latest blog post to hear more!

Wednesday, October 12, 2022

Lately, "inflation" seems to be the media's favorite word. Everywhere you turn, there's another story about the impact of inflation. Check out this blog to see why our President, M. Kevin Carrier, has confidence we will get through this.

Tuesday, October 4, 2022

Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Our President, M. Kevin Carrier, notes 9 things that might surprise you in this blog

Wednesday, September 28, 2022

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. Check out this blog post where our President M. Kevin Carrier outlines what you can buy with 529 distributions.

Wednesday, September 21, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. Here are some key points our President, M. Kevin Carrier, would like you to know.

Wednesday, September 14, 2022

A divorce can have a profound impact on your finances. Check out this blog post where our President M. Kevin Carrier outlines key considerations for maintaining your financial health as you proceed through the process.

Wednesday, September 7, 2022

Investing is a risky business. Often clients will say, “I don’t like to gamble”.  I tell my client gambling is what you do when you drop that quarter in the slot machine at the casino and you have not possible outcome of the results!

Wednesday, August 31, 2022

Here’s a little-known fact that may help you save money on life insurance: when it comes to underwriting, insurance carriers typically rate clients to their closest birthday.What does that mean? It means that if you are 39 years...

Wednesday, August 24, 2022

With more than the half the year behind us, now is a great time to consider what the remainder of 2022 may hold. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 17, 2022

Think you don’t need disability coverage? Think again. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 10, 2022

When markets fall, it’s easy to forget that downtrends are part of the investing cycle. Our President, M. Kevin Carrier, discusses this in his latest blog. You can check it out here:

Wednesday, August 3, 2022

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to, Raiders of the Lost Ark was the #1 movie at the box office the last...

Friday, March 18, 2022

Staying positive these days is a lot easier said than done. Inflation is running hot, gasoline prices are up, interest rates are climbing, and it’s hard to remember the last time the stock market had a winning week. Add in...