Bridgit Holly

The best investments we make are in each other. What are your plans to show your community some love in 2021?

Has it been a while since you chose beneficiaries for your accounts? If it’s time to re-assess, take a moment to refresh yourself on some basic beneficiary facts.

Today we honor the legacy of Dr. Martin Luther King Jr. and the change he inspired in the world. How are you making the day meaningful? #MLKDay

Keeping up with multiple retirement accounts can be time consuming. Could you manage them easier by consolidating them into a single IRA? It may be time to explore the possibilities.

January is Financial Wellness Awareness Month. Could you benefit from taking time this year to get your finances in shape?

From our family to yours we want to wish you a happy, healthy and prosperous new year.