Robert DeLozier, Financial Advisor

09/08/2024

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.

08/26/2024

Most people want to do their part to help make the world a better place, and charitable giving can be a meaningful way to do that. Learn 12 ways you can participate in giving to make a positive difference in your world. Be sure to ask your financial professional how they can help you maximize your charitable impact.

In a world facing numerous challenges, from poverty and inequality to environmental degradation, the power of charitable giving has never been more

08/02/2024

Are you saving for your children's future education? While a traditional college savings plan is a popular option, several other account types can be used to save for children and grandchildren. By reading this article, learn more about these options and find the best fit for your family's unique goals. Take advantage of the opportunity to save smart and prepare for your family's future. Click the link to read more!

Most parents and grandparents I talk to have a desire to provide for the next generation. Many immediately ask about a 529 plan, but there are several

07/30/2024

Planning for long-term care can be a challenging conversation to have, yet necessary given the high costs for it. This article discusses how most Americans aren’t prepared to handle potential long-term care expenses, and how to help you ensure you’re covered without draining your financial resources. Let’s review the options.

This is an IndustryDive article discussing how Americans are not prepared for long term care expenses and how it should be part of their retirement plan.

07/30/2024

Switch up your seasonal offerings this summer with these tasty options.

Take our challenge and try these community-submitted sides for your next potluck or picnic.

07/28/2024

On this Parents’ Day, we recognize and celebrate the vital role parents play in their children’s growth and development. Your commitment to ensuring their well-being is inspiring.

07/25/2024

When you retire, you'll still have expenses and no regular paycheck. Learn three important expenses for which you need to be prepared in retirement. Contact me to discuss how I can help you achieve your financial goals.

Our experts answer readers' investing questions and write unbiased product reviews (here's how we assess investing products). Paid non-client

07/23/2024

With summer outages becoming more common, being prepared can become a top of mind priority.

For most people, power outages are an inconvenience. For those who count on electricity for home medical equipment, they can be a crisis. Here's how to plan ahead for health care needs in a blackout.

07/22/2024

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

Strong earnings helped U.S. stocks extend gains in Q2, even as macro concerns weighed. Tony DeSpirito looks to Q3 with a view for a broadening market.

07/04/2024

Hoping you have a sparkling July 4th holiday filled with fun, fireworks and time spent with loved ones.

06/24/2024

Investing in your child's future can be smart, but it's essential to do it purposefully. By starting early and consistently investing for the long term, parents can help their children achieve a student debt-free future, comfortable homeownership, and options in retirement. You can read this article to learn about three investment options for generational wealth. Let's invest in our children's future and give them the confidence and skills to build wealth for themselves and their future generations.

Happy young family getty Many parents are looking for ways to give their kids a bright future. While money can’t necessarily buy happiness for our

04/02/2024

Financial anxiety is extremely common. This article offers four ways to overcome jitters about money and develop a healthier and more confident approach to managing your finances. Let’s connect to help ensure you’re on track to meet your financial goals so you can face your future with confidence.

Financial anxiety is more common than you might think. Here are ways to manage your money stress and take active steps towards bringing more peace