Bright Ideas

Read what our advisors and planners have to say about wisely managing your financial future.


As the world has been moving into the recovery phase of the Covid-19 global pandemic, economies and financial markets are adapting to a new reality. Supply chain disruptions are wreaking havoc with pricing. The employment picture is improving, but at an uneven pace.

family at 4th of july garden party

As you gather with friends and family this Fourth of July, remember what you are celebrating. Our nation is the land of the free and the home of the brave. Yet, I have found that people do not always give themselves enough freedom to pursue what truly makes them happy.

waiting to interview

Have you been contemplating a job switch, or have you already accepted a new job? Don’t forget to keep your finances on track after this big change.

woman at airport

We’ve spent the last year saving more money than usual while spending more time at home. Now that we’re venturing out again, how can we continue our healthy money-saving habits?

your vital signs podcast

It's easy to make a rosy retirement plan, but is it a realistic one? Andrew Kobylski joins us to look at how to stress test your plan against real-world factors.

borrowing money

When you get in a bind and need cash quickly, consider all your lending options before selling your investments.

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