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Blog

     

 

An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Matthew Cuplin | Jun 17, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Matthew Cuplin | Jun 3, 2024

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
Matthew Cuplin | May 24, 2024

Video: Investing with a Financial Advisor

Investments
4 basic benefits of using a trusted financial advisor!
Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Matthew Cuplin | May 23, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
four children standing on dirt during daytime by Ben Wicks courtesy of Unsplash.
Matthew Cuplin | May 22, 2024

Video: 3 Money Management Principles for Children

Finance
Family
Teach your children these 3 Money Management Tips!
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Matthew Cuplin | May 17, 2024

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Matthew Cuplin | May 3, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Older couple embracing on a boat overlooking a body of water
Matthew Cuplin | Apr 19, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Matthew Cuplin | Apr 5, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Matthew Cuplin | Apr 1, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Hand holding a large bundle of balloons
Matthew Cuplin | Mar 15, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
Person holding jar of coins with a 'savings' label
Matthew Cuplin | Mar 1, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More

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