Kenny Sotherlund - Financial Representative

10/15/2026

I came across this article today.

The biggest thing that stuck out to me isn't "I shouldn't be relying on an inheritance to fund my retirement." That point should be a no-brainer.

The part that stuck out to me is why.

When reading this, I want people to think: "If this is the case for people already in their 60s, what will it look like when I am in my 60s? Is my plan equipped to handle that?"

Your inheritance could arrive later than planned, and it could be surprisingly small. Instead, view an inheritance as bonus retirement money.

10/12/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

10/09/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

10/07/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10/05/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

10/02/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

09/30/2026

If you’re on of the 53 million Americans who act as caregivers, so much relies on you. It’s important to find the time to make well-being a priority. Here are 5 easy ideas to get started.

Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.

09/28/2026

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.

09/25/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

09/23/2026

Looking to find calm during volatile markets? Consider ways to diversify

During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance