Ken Chase - Investment Advisor Representative

06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

05/29/2026

There are many factors to consider before tapping retirement money to pay for college.

05/27/2026

Diversify your portfolio with inflation-friendly assets like stocks, real estate, and commodities to protect your retirement savings. Learn more about effective investment strategies.

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

05/25/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

05/22/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

05/20/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

05/18/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

05/15/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

05/13/2026

High-net-worth individuals face unique risks that standard policies can't address. Explore key insurance strategies like umbrella coverage, specialized property protection, and life insurance for wealth transfer.

Preserve your lifestyle, legacy, and assets with estate planning and risk strategies built for high-net-worth households.

05/11/2026

For people with portfolios that generate considerable dividend and interest income, managing those distributions could reduce your tax liabilities. A few tax-efficient moves can make a big difference.

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.