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Blog, News & Information

Sunshine, Sand, and Estate Plans

Summertime has a way of bringing people together. Whether it’s a family vacation, a 4th of July barbecue, or a trip to the beach, the warmer weather and longer days create space for reconnecting,...

Month-in-Review: May 2025

Quick Takes Stocks Higher. U.S. equity indices were higher in May as temporary breaks on tariffs and relatively strong earnings boosted sentiment. The S&P 500 jumped 6.1% and the Nasdaq 100...

The Future for Medicare Advantage

The last year or so has been harsh for many of the roughly 35 million people enrolled in Medicare Advantage plans, the private insurers’ alternative to traditional Medicare also known as Medicare...

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Don Williams, CMFC®, CRPC®