Proverbs Financial and Insurance Services

08/04/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

07/30/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

07/28/2026

The financial world has its own shorthand that can feel like alphabet soup. This guide helps explain common acronyms so you can be better equipped to navigate financial decisions.

The more financial terms you understand, the easier it can be to make smart financial decisions.

07/23/2026

Ten years of sitting across the table from families taught me something I couldn't stop thinking about: most money stress doesn't come from bad investments. It comes from strategies that were never connected to a life.

So I started a podcast. It's called Wealth Optimized for Life, and Episode 1 is out now.

In it, I walk through the framework we use with every family we serve, whether they're still building wealth or ready to start living off it. We call it the Wealth Building Pyramid: consistent cash flow at the base, three to six months of reserves behind it, investments given time to grow, and a wall of protection around everything you've built. Then the part most plans skip: aligning all of it with what you actually want your life to look like.

Because there's a certain irony to money, isn't there? We work so hard to build wealth so we can afford the things that don't cost anything. Saturday mornings with no alarm. The kids' games. Time with people we love.

Here's my question for you, and I'll be reading every answer: if money were fully handled, what would you do with the time it gave back? That answer, whatever it is, is what a financial plan is actually for.

07/23/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

07/22/2026

Episode 1 of Wealth Optimized for Life is here.

Most people build wealth backwards. They start with strategies and returns, and never ask what the wealth is actually for.

In the first episode I walk through the framework we use with every client: the Wealth Building Pyramid. Cash flow at the base, reserves in the middle, growth on top, and protection around it all. It works the same whether you're still building wealth or about to retire and live off of it.

Money is a tool. A well-lived life is the point.

Watch the full episode on our YouTube channel, and learn more at proverbsfinancial.com.

For educational purposes only. Not personalized financial advice.

07/21/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

07/16/2026

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

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

07/14/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.