Jason J. Peplinski, MBA, AIF, CPFA - Financial Advisor

08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

08/26/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

08/24/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

08/21/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

08/19/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

08/17/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

08/14/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

08/13/2026

🌍 Leave footprints that inspire generations! 🌍 August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚

08/12/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.