Rocio Martin

08/27/2026

Today we’d like to introduce you to Rocio Adame. Hi Rocio, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory. From a very young age, I was fascinated by investing, financial planning, and the idea of building wealth over time. Even before enteri...

07/22/2026

Looking for a little more certainty with your money?
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07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4fuFEL8
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

07/21/2026

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from a parent in their 90s without them knowing.

In our retirement advice column, Wealth Wise, we answer a reader's question about whether you should take a loan from an elderly parent without them knowing.

07/20/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

07/19/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

07/18/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

07/17/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/16/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.