Brent Willis - Financial Services Representative

11/05/2025

To reach a goal of saving 15% or more for your retirement, try to implement as many of these doable financial habits as possible.

To reach a goal of saving 15% or more for your retirement, try to implement as many of these doable financial habits as possible.

10/31/2025

Wishing everyone a Happy Friday and Happy Halloween! What's your favorite candy to eat?

10/30/2025

The end of the year is here. These financial moves can help set yourself up for success.

The end of the year is here. These financial moves can help set yourself up for success.

10/23/2025

Since health care costs in retirement are unknown, how do you start to budget and save? These ideas can help.

Since health care costs in retirement are unknown, how do you start to budget and save? These ideas can help.

10/21/2025

When it comes to securing your financial details, a mix of digital files and paper copies can help you boost security for important records.

When it comes to securing your financial details, a mix of digital files and paper copies can help you boost security for important records.

10/15/2025

Twelve easy to-dos (and a few bonus reminders) can help you create a list of in-reach financial accomplishments for the coming year.

Twelve easy to-dos (and a few bonus reminders) can help you create a list of in-reach financial accomplishments for the coming year.

10/13/2025

Even after a six-month surge that lifted the S&P 500 more than 35% from its Liberation Day trough, equity markets appear to have further room to run. The combination of Fed rate cuts in a non-recessionary environment and continued momentum in big tech supports a constructive outlook for 2026 earnings and market performance.

Broadening market strength and Fed easing support a constructive outlook into 2026.

10/10/2025

In short: Start as early as you can and save as much as you can. If this isn't realistic, there are other ways to save $1 million.

In short: Start as early as you can and save as much as you can. If this isn't realistic, there are other ways to save $1 million.

10/08/2025

Nearly two-thirds of Americans expect to retire with debt. A few strategies can help you pay down (or pay off) those bills and enjoy retirement.

Nearly two-thirds of Americans expect to retire with debt. A few strategies can help you pay down (or pay off) those bills and enjoy retirement.

10/06/2025

It’s a challenging time to become an adult. Here are some financial strategies that can help for starting off on the right foot.

It’s a challenging time to become an adult. Here are some financial strategies that can help for starting off on the right foot.

10/02/2025

The stock market has been largely unfazed by historical shutdowns. Investors would be wise to look past the short-term noise and focus on the economic fundamentals, which remain resilient.

Why shutdown fears may be overblown—markets have historically shrugged off the disruption.

10/01/2025

No matter when or how you file taxes before the deadline of April 15, you can take steps to figure out and organize what you need so you’re ready to finish this important financial task.

No matter when or how you file taxes before the deadline of April 15, you can take steps to figure out and organize what you need so you’re ready to finish this important financial task.