Jacob W. Cuthbert, CFP

Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Your recent job change or retirement comes with some decisions about your retirement plan. Are you on pace to meet your goals and live your dreams? Contact me to discuss your options.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you really understand how your homeowners insurance works? #homeownersinsurance #insurance

Chris Rock once remarked, You don’t pay taxes they take taxes. That applies not only to income, but also to capital gains.

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

What every parent needs to know about insuring his or her #teen #driver. #insurance

Do you know how long it may take for your investments to double in value?

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Do your kids have the right stuff for college? #CollegePrep

Your #creditscore may impact what you pay for auto and home #insurance.