Alex Soler, CLU, Chfc, Financial Advisor

06/01/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

05/29/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

05/27/2026

We’re Hiring!
As our team continues to grow, we’re excited to add a Client Relationship Manager to help us deliver the responsive, high touch service our clients expect.
This role focuses on client service and relationship support—handling day to day account requests, onboarding and follow through, coordinating paperwork, and ensuring timely, accurate communication.
We’re looking for a detail oriented, results driven professional who’s a strong communicator, enjoys helping people, and takes ownership of tasks from start to finish. You’ll work alongside a respected team, grow professionally, and make a real impact on the client experience.
Interested or know someone who’d be a great fit?
Message me for details and to make an introduction. I’d love to connect!

05/27/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

05/25/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

05/22/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

05/20/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

05/18/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/15/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.