Jake Horseman

11/11/2025

Veterans Day is a time to honor and celebrate the courage, sacrifice and service of all who have served in the U.S. Armed Forces, as well as to express our heartfelt thanks for their dedication and protection.

11/06/2025

Raising a child with special needs can come with significantly higher costs and long-term planning challenges. These steps can help parents build a strategy to ensure their child is cared for, both now and in the future.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

11/04/2025

Signed into law on July 4, the One Big Beautiful Bill extends key tax cuts and introduces several new tax rules for individuals and businesses. With some changes taking effect this year and others in 2026, now is a good time to review how the new law may affect your tax situation.

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

10/30/2025

Wishing you a safe and festive Halloween filled with fun, laughter and plenty of treats!

10/28/2025

Financial stress can be a cause of tension in relationships, with 35% of couples citing it as a major issue. Working together on finances can help couples reduce conflict and strengthen their partnership.

Couples may be able to head off many of the problems in a marriage that money can cause.

10/23/2025

The desire to leave a legacy is a selfless gift to the future. Building that legacy takes time, strategy and dedication.

A four-step framework for building a personal legacy.

10/21/2025

Estate Planning Week is here — a time to make sure your wishes are documented, your assets are protected and your loved ones are cared for. Check out our Estate Management Checklist for guidance and best practices.

Is your estate in order? This short quiz may help you assess your overall strategy.

10/16/2025

Identity theft concerns are rising amid frequent data breaches. While you can't control hacks, you can control how you protect yourself.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

10/14/2025

AI is transforming the economy by increasing productivity, reshaping industries and changing the job market. Its impact will be broad, bringing both opportunities and disruption.

What do concerns or uncertainty about AI mean for your future and your financial strategy?

10/09/2025

October 12 is National Savings Day. Before paying monthly bills, make it a habit to “pay yourself first” by putting money into savings.

It sounds simple, but paying yourself first can really pay off.

10/07/2025

October is Long-term Care Planning Month — a perfect opportunity to think ahead about your future care needs and make sure your wishes are known. For practical tips and guidance, check out this AARP article.

Experts advise you start planning for long-term care needs as early as possible. Learn where to start when planning for your long-term care needs.

10/02/2025

October is Financial Planning Month, a perfect time to review your financial goals, assess your progress and adjust for the year ahead. Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future.