Nick Dragan, CFP, Wealth Strategist, Planify Group

09/07/2026

Labor Day honors the hard work and contributions of workers. It’s a time to relax, reflect and celebrate the backbone of our communities.

09/03/2026

September 5 is 401(k) Day! Nearly 1 in 3 retirement accounts are considered “dormant.” Make sure yours isn’t one of them.

These steps can help you uncover forgotten or lost retirement accounts

09/01/2026

Looking for life insurance with more flexibility? Universal life insurance combines permanent coverage with flexible premiums and cash-value accumulation. But is it the right fit for you?

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

08/27/2026

Understanding how markets are analyzed can help you become a more informed investor. This article explores three common approaches to stock market analysis and how each one looks at investment decisions from a different perspective.

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

08/25/2026

How you withdraw money in retirement can be just as important as how you saved it. Learn why market timing, withdrawal strategies and the sequence of investment returns can make a significant difference in how long your retirement savings last.

Taking regular, periodic withdrawals during retirement can be quite problematic.

08/20/2026

Thinking about filing a home insurance claim? It might not always be the best move. While insurance is there to protect you, filing a claim — even for small issues— could raise your premiums. Know what to consider before you file.

Learn when it may not make sense to file a claim on your home insurance.

08/18/2026

When it comes to money matters, you may see the phrase, “getting your financial house in order.” Learn how to build a solid foundation for long-term financial well-being.

Sustain financial well-being or create wealth through these actions.

08/13/2026

Planning for retirement involves more than just income needs to ensure expenses are covered. Health care expenses can play a big part in that calculation. Examine the estimated cost to consider when preparing for health care costs in retirement.

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

08/11/2026

Investment scams often rely on urgency or promises that seem too good to be true. Learning the warning signs can help you make more informed investment decisions.

Ask questions. Fraudsters are counting on you not to investigate before you invest. Fend them off by doing your own digging. It’s not enough to ask for more information or for references – fraudsters have no incentive to set you straight. Take the time to do your own independent research. For mo...

08/06/2026

August is National Make-a-Will month. Even a thoughtful estate plan can fall short if an important document isn't up to date. Read more about why reviewing this essential piece of your estate plan can help provide clarity for your loved ones.

Get this estate planning document right — and spare your family confusion later