Donald Aulbert, II, Financial Advisor

09/01/2026

Looking for life insurance with more flexibility? Universal life insurance combines permanent coverage with flexible premiums and cash-value accumulation. But is it the right fit for you?

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

08/18/2026

When it comes to money matters, you may see the phrase, “getting your financial house in order.” Learn how to build a solid foundation for long-term financial well-being.

Sustain financial well-being or create wealth through these actions.

08/13/2026

Planning for retirement involves more than just income needs to ensure expenses are covered. Health care expenses can play a big part in that calculation. Examine the estimated cost to consider when preparing for health care costs in retirement.

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

08/11/2026

Investment scams often rely on urgency or promises that seem too good to be true. Learning the warning signs can help you make more informed investment decisions.

Ask questions. Fraudsters are counting on you not to investigate before you invest. Fend them off by doing your own digging. It’s not enough to ask for more information or for references – fraudsters have no incentive to set you straight. Take the time to do your own independent research. For mo...

08/06/2026

August is National Make-a-Will month. Even a thoughtful estate plan can fall short if an important document isn't up to date. Read more about why reviewing this essential piece of your estate plan can help provide clarity for your loved ones.

Get this estate planning document right — and spare your family confusion later

08/04/2026

Helping a teen start saving early can have a lasting impact. A Roth IRA may offer an opportunity to build long-term savings. Learn more in this article.

This early financial decision could prove helpful over time.

07/30/2026

Curious about your Social Security benefits? Use this simple calculator to help estimate your monthly amount.

This calculator estimates your monthly Social Security retirement benefits based on your earnings history and the age when you start to claim benefits.

07/28/2026

While life insurance can be a significant financial tool, it’s important to consider how life insurance proceeds can become taxable in certain situations, as well as how policy structure and maturity rules may impact what you or your beneficiaries ultimately receive.

07/23/2026

In recognition of Disability Independence Day on July 26, consider how illness or injury can impact your income and financial independence — and how disability insurance may help protect both.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.