Angie McCarthy

09/08/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/07/2026

Celebrating the people whose hard work fuels progress, innovation, and growth. Here's to the dedication, resilience, and impact of workers everywhere. Happy Labor Day!

09/03/2026

Strong habits can make every stage of life more rewarding. This Healthy Aging Month, prioritize movement, nutrition, and rest while staying informed about healthcare and insurance choices.

09/02/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

09/01/2026

09/01/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

08/27/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

08/26/2026

How much more can we achieve when every voice can be heard? Women’s Equality Day recognizes the progress made, the determination shown, and the possibilities created through equal opportunity.

08/25/2026

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. Join us to explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.