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Past Commentary & Articles

Article
July 30, 2025
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Your home is a valuable asset, and with home prices reaching record highs in 2025, it’s more important than ever to safeguard it. Homeowners insurance protects your property from unforeseen events like fire, theft, and vandalism. It’s important to note that separate policies are needed for flood and earthquake damage.

Article
July 24, 2025
Planning for Long-Term Care Insurance and Deciding if You Need Insurance

As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.

Article
July 15, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

After decades of saving and working, many people find their biggest retirement challenge isn’t financial — it’s personal. What will give your life meaning when work is optional? Adopting a “Portfolio Life” mindset can help you thoughtfully design a fulfilling, balanced future built around purpose, passion, and new possibilities.

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