Insights & Expertise

Guiding You Through Smarter Strategies & Solutions

Don’t Let Headlines Hijack Your Financial Plan

Zion Creative 7/14/25 Zion Creative 7/14/25

Don’t Let Headlines Hijack Your Financial Plan

Read More

Social Security Fairness Act

Zion Creative 3/31/25 Zion Creative 3/31/25

Social Security Fairness Act

Read More

From the Moon to AI: What Tech Advancements Mean for Your Portfolio

Zion Creative 10/31/24 Zion Creative 10/31/24

From the Moon to AI: What Tech Advancements Mean for Your Portfolio

Read More

The Fed’s Latest Move: Rate Cuts and Mortgage Opportunities

Zion Creative 9/30/24 Zion Creative 9/30/24

The Fed’s Latest Move: Rate Cuts and Mortgage Opportunities

Read More

An Interest-ing Turn of Events

Zion Creative 12/29/23 Zion Creative 12/29/23

An Interest-ing Turn of Events

Read More

Rush to the Tax Planning Finish Line

Zion Creative 9/29/23 Zion Creative 9/29/23

Rush to the Tax Planning Finish Line

Read More

The Pursuit of Experience

Zion Creative 6/30/23 Zion Creative 6/30/23

The Pursuit of Experience

Read More

Teach Em Young

Zion Creative 3/31/23 Zion Creative 3/31/23

Teach Em Young

Read More

I Bonds

Zion Creative 9/30/22 Zion Creative 9/30/22

I Bonds

Read More

Interest Rates, Inflation and Bear Markets, Oh My!

Zion Creative 6/30/22 Zion Creative 6/30/22

Interest Rates, Inflation and Bear Markets, Oh My!

Read More

The Polls Were Wrong

Zion Creative 12/11/20 Zion Creative 12/11/20

The Polls Were Wrong

Read More

Is 60 the New 40?

Zion Creative 7/1/20 Zion Creative 7/1/20

Is 60 the New 40?

Read More

Personal Reflections and Words of Encouragement

Zion Creative 3/27/20 Zion Creative 3/27/20

Personal Reflections and Words of Encouragement

Read More

Kids-n-Money: The Pre-Teen Years

Zion Creative 10/31/19 Zion Creative 10/31/19

Kids-n-Money: The Pre-Teen Years

Read More

Retirement

Zion Creative 12/29/17 Zion Creative 12/29/17

Retirement

Read More

Do Your Investments Cause You Stress?

Zion Creative 9/29/17 Zion Creative 9/29/17

Do Your Investments Cause You Stress?

Read More

Kids-n-Money

Zion Creative 4/28/17 Zion Creative 4/28/17

Kids-n-Money

Read More

Investing is a Lot Like Gambling…

Zion Creative 9/30/16 Zion Creative 9/30/16

Investing is a Lot Like Gambling…

Read More

Book Review: Earn, Save, Spend, Give

Zion Creative 7/29/16 Zion Creative 7/29/16

Book Review: Earn, Save, Spend, Give

Read More

A Fascinating Profession

Zion Creative 1/29/16 Zion Creative 1/29/16

A Fascinating Profession

Read More