Cory Clair, Financial & Insurance Strategist

02/17/2026

Some of the suprising things people struggle with in retirement include identity, time and money. Here's help in preparing yourself.

02/16/2026

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more complex. What would help you to ensure everything is aligned with your long-term goals? Let’s touch base to review your strategy and make any necessary adjustments to help keep your financial plans on track.

02/16/2026

Every business has at least one person they can’t afford to lose. Fortify the health of your business and protect it from disruption with a well-sized, regularly reviewed key person policy. Let's connect.

02/16/2026

Tax season reveals how leaders made financial decisions all year. Learn why tax outcomes reflect leadership, not surprises, and how to avoid cash stress and tax shocks.

02/13/2026

Hope you were able to attend the full webinar, but if not, here is the replay of Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, deep diving into the current economic landscape.

02/13/2026

Strategic family philanthropy requires more than good intentions. Learn how a family giving plan and clear framework strengthen impact and prevent reactive giving.

02/12/2026

A lot of people are about to get rich from OpenAI's expected IPO. You probably won't be one of them.

02/12/2026

Disability income insurance should be part of your holistic financial plan. Let’s talk about getting you the coverage that fits your needs and budget while protecting the ones you love.

02/12/2026

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the next step, talk with your partner about these important financial considerations. Then, let’s connect to create a financial future that aligns with your love story.

02/12/2026

We work hard to provide for the people we care about most. Life insurance is more than a policy—it’s a promise that your loved ones will be protected, no matter what tomorrow brings. Let’s work together to ensure you have the coverage you need.

02/12/2026

Skip the spending traps this Valentine’s Day and invest in skills, savings and health choices that build long-term financial stability and real return.

02/11/2026

With people living longer than ever, have you thought about whether your retirement plan can go the distance? Let’s talk about how an annuity can provide retirement income you can’t outlive.

Head into reitrement with confidence by understanding the benefits and value of fixed annuities for a longer and financially secure journey ahead: 0:00 Intro...