Michael Conroy and Associates

06/05/2026

June is filled with moments that remind us how courage, innovation, and a little bit of daring can leave a lasting mark on history. Here are a few milestones we are reflecting on this month:

🚀 June 18, 1983 - Sally Ride became the first American woman in space, launching aboard the Space Shuttle Challenger as a mission specialist. Out of more than 8,000 applicants, she was one of only six women selected for NASA's 1978 astronaut class.

🏀 June 6, 1946 - The Basketball Association of America was founded at a meeting in New York City, setting the stage for what would eventually become the NBA and for basketball to transform from a regional gym sport into a global phenomenon.

🎥 June 20, 1975 - Stephen Spielberg’s classic “Jaws” premiered. Not only did this movie become one of the first big summer blockbusters at movie theaters, but it also gifted us with one of the most iconic movie soundtracks of all time.

These moments continue to inspire conversations about leadership, equality, creativity, and the lasting impact of a single bold step on the world.

06/01/2026

This CPR and AED Awareness Week, it is worth asking: Does your team know what to do if an emergency happens on the clock?

There are a few misconceptions that often get in the way of workplace preparedness when it comes to using cardiopulmonary resuscitation (CPR) and an automated external defibrillator (AED) in an emergency. Equipping your team with this knowledge is one of the most meaningful investments you can make in workplace safety.

Swipe through to learn more about the myths standing in the way of preparedness.

We hope this resource was helpful for you. As always, know that we are here to leverage our expertise for your benefit. Please don’t hesitate to give us a call if you have any questions or needs.

05/27/2026

As May brings more sunshine and renewed momentum, it is a great time to reflect on what is still possible.

There is no deadline on growth, and no expiration date on ambition. No matter where you are in your journey, you can begin again with clarity and purpose. And that fresh start does not have to be monumental to be meaningful. Often, the most impactful progress begins with one small, intentional step in a new direction.

As we move through this month, what is one goal or dream you are ready to revisit or take steps toward for the very first time? Feel free to share it in the comments. We would love to hear what you are working toward.

05/24/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/21/2026

A successful retirement plan is not just about how much you have saved. It is also about how you structure your income and expenses. Understanding the difference between essential and discretionary spending can help create a more resilient and adaptable financial strategy. Swipe through to learn more.

By organizing your spending, you can better protect what matters most while maintaining the ability to adjust as needed. If you would like guidance on structuring your retirement income plan, call us to learn more.

05/20/2026

Retirement planning is about more than just hitting a savings goal. Markets fluctuate, expenses evolve, and your needs may shift over time, making flexibility an important part of any long-term strategy. Swipe through to learn more about adaptability and withdrawal strategies in retirement planning.

A thoughtful, flexible approach can help support both your lifestyle and long-term financial stability. If you would like to discuss your retirement income strategy, call us to start the conversation.

05/18/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/17/2026

Supporting health also supports wealth — because financial security matters at every stage of life.

PinkFix Day is a reminder to review your financial plan and ensure it includes protection for unexpected medical events, long-term care, and family support.

Financial wellness and health go hand in hand.

National Pinkfix Day is a day to help women gain awareness not just about their money, but the many opportunities out their to level up their lives.

05/15/2026

Does the word “beneficiaries” have you saying, “bena-who?” Good news–this post is for you 👀 (We promise we didn’t intend for that to rhyme)

Here are four fast facts about this important part of estate planning:

1️⃣ A beneficiary is the person, people, or entity/entities you name to inherit what you leave behind.
2️⃣ Beneficiaries don’t have to be people. Many wills and trusts name charities or organizations as beneficiaries.
3️⃣ Good questions to ask include: Does anyone depend on you financially? Are you married? Do you have children? All of these may influence your beneficiary choices.
4️⃣ Keep in mind that for some assets, there are two types. A primary beneficiary is the person first in line to receive the benefit. A contingent beneficiary is a backup if your primary beneficiary is no longer alive.

Got questions? Drop them in the comments or give us a call. We’re here to help.