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rain or shine

Getting outside, even during the worst weather, can ultimately alleviate post-holiday financial stress and winter blues. Get more insight in this blog from North American on why winter wellness is important and linked to financial stress.


dynamic women

Over $10.9 trillion of today’s current assets are controlled by women and it’s expected to grow to $30 trillion by 2030.**  Grow your business with tips for engaging women clients, prospect profiles, and tools such as email templates, flyers, and presentations.

preparing to sunset

Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017.  Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially eliminated the “stretch-IRA”) and this could mean a potential increase in taxes for your clients

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