State of the Economy by Zach Walton

State of the Economy by Zach Walton

To say the news cycle this year has been overwhelming would be quite the understatement. Supply chain issues, COVID constraints, a hawkish Fed, a war overseas, record inflation, a potential recession, a bear market, midterm elections, 2024 election prospects, and a...
Interesting Facts about Medicare

Interesting Facts about Medicare

Did you know that Theodore Roosevelt was the first President to propose a national health insurance plan? Later, President Franklin Roosevelt, his distant cousin, presented a national health insurance plan in an effort to respond to the human needs resulting from the...
Financial Knowledge

Financial Knowledge

Do you have someone in your household who traditionally “takes care” of the bills, or is “in charge” of your finances?  When meeting with potential clients, all else being equal, I will hear that there is one person who is the “go to” for all things financial....
A Wonderful Time of Year

A Wonderful Time of Year

In the past few days I have noticed the leaves turning colors, Autumn flowers showing their blossoms, days becoming slightly shorter and a crispness beginning to capture the air. I have always found these things rather beautiful. In this particular year, with...
Understanding Social Security

Understanding Social Security

Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2019) Although most people receiving Social Security are...