Katelin Kalik - Financial Advisor

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation.

"The only things certain in life are death and taxes." Benjamin Franklin

The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

Do you know the risk factors that can lead to cognitive decline?

Avoiding Cognitive Decline Try these activities to keep your brain sharp.

A special needs trust can help care for a special needs child, even after you’re gone.

The average college senior graduates with credit card debt. How will your kids manage money?

Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The question everyone has: Will Social Security be around for you? Read this.

Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Monthly Budget Track your monthly income and expenses to get a clearer view of your cash flow.