James Socha-Financial Representative

10/21/2026

The top sources of stress for working Americans are all money related. Working with a financial professional can help you stay calm and financially confident.

Money-related issues are the top sources of stress for US adults. Working with a financial professional can help

10/19/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

10/16/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

10/14/2026

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

10/12/2026

A strategy that can help your retirement go a long way.

10/09/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

10/07/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

10/05/2026

Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you can take this week that may help you reach your financial goals.

Take these seven simple actions to improve your finances this week

10/02/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

09/30/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.