Is “This” a Great Investment? By Chris Cushman

A frequent question asked by clients, friends and acquaintances is “What do you think about XYZ stock?” or “What is a great mutual fund” or “Is ABC a great annuity?” These are valid questions, but my response is to ge

How Historical Conflict Improves Decision Making Today - Branden Côté

Take a moment to reflect upon the significant military conflicts between 1941, the attack on Pearl Harbor & 2003, the Iraq War.

What if Rip Van Winkle Invested in the U.S. Stock Market?

Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic.

The “ABLE” Act - By Chris Cushman

Legacy Planning Group recently came across some helpful information and wanted to share this with everyone in case you know others who could benefit!

Everyone Has The Same Amount of Time to Spend In Retirement - By Branden Côté

Social Insecurity - By Peter Geckeler

“Will Social Security be around when I retire?”

Only Once In a Lifetime - By Jerry Black

For most people some things occur only once in a lifetime. They meet with an attorney to get their estate planning documents done and once completed they never look at them again. I’ll come back to this point in a few paragraphs.

Miracle of Dunkirk & Churchill - "Upon this battle depends the survival of Christian civilization"

Dear Friends,

An Investment World Full of Headlines - By Chris Cushman

TV, Internet, and newspapers are filled with bad news. Horrific headlines scream at us everywhere we turn. How can we invest in a world falling constantly falling apart?? Here are some tips to remember:

Into the Storm - By Branden Côté

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