Below you will find relevant information to common questions and areas of focus. From financial planning to current events, we hope you find these resources helpful and share with others who may benefit from the same guidance.
Please let us know if there is a subject matter you would like to learn more about. We are always here to be of service.
06.10.2026
We had a great dinner at OX Restaurant on June 1st with a wonderful group of clients in attendance. Our presentation was about investing with TenBridge and a look at time spent in the market and standby truths when it comes to investing. But the economy and the potential impact of investments were top of everyone’s minds, and for good reason.
06.02.2026
Long-term disability insurance is an essential yet often overlooked safeguard. Given the high likelihood of disability and the potentially devastating financial consequences, proactive planning and appropriate coverage can provide financial security and peace of mind for yourself and your loved ones.
Long-term disability is more common than many realize and can cause significant financial hardship due to lost income and medical or rehabilitation costs. About 1 in 4 workers will experience a disability during their career, yet millions lack adequate coverage.
Disabilities often last years (averaging 2.5 years), and government benefits are limited and difficult to obtain. Long-term disability insurance helps replace 60–80% of income, making it a critical safeguard for financial stability and wellbeing.
Whether you are a high-earner or a stay-at-home caregiver – planning ahead with long-term disability insurance is essential to protect income, manage unexpected expenses, and maintain financial security.