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Blog and Education

An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Jeffrey Haskell | Jun 4, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Jeffrey Haskell | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Older couple embracing on a boat overlooking a body of water
Jeffrey Haskell | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Jeffrey Haskell | Apr 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Alisa Foster | Apr 1, 2024

Understanding the Social Security Fairness Act

Weekly Market Commentary

Social Security is constantly evolving in an effort to better support Americans. Most of those changes tend to be gradual, such as the usual cost-of-living

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An older man relaxing and laying down in an inner tube on relaxing water.
Jeffrey Haskell | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Jeffrey Haskell | Feb 9, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Jimmy Lee | Apr 3, 2023

Weekly Market Commentary 04.03.2023

Weekly Market Commentary
Perhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to mind. It is
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Jimmy Lee | Mar 20, 2023

Weekly Market Commentary 03.20.2023

Weekly Market Commentary
Unknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures, central banks offered additional
Read More
INS blog March 2023
Raymond Bell | Mar 16, 2023

10 Items Overlooked in Your Life Insurance Policy

Insurance Blog
Life insurance policies are incredibly detailed and even a good life insurance might not touch on everything that you should know. Here are 10 items every
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Jimmy Lee | Mar 13, 2023

Weekly Market Commentary 03.13.2023

Weekly Market Commentary
Thrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent. If economic
Read More
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Jimmy Lee | Mar 6, 2023

Weekly Market Commentary 03.06.2023

Weekly Market Commentary
Sibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments. Last week, they were in opposition.
Read More

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Palm Desert CA 92211

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P | 760-770-4300
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