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Education

Monthly Focus

Here are the resources Kate mentioned in the most recent circle chat.


Market Volatility and Investing

Resources to help you understand Market Volatility and Investing Concepts.

Market Volatility Resources

Investing Resources

Saving Considerations

Retirement Planning and Healthcare

Resources to help you in planning for your retirement.

Health Care Resources

Health Care Quick Reference Guide - Horsesmouth

How to Build a Retirement Health Care Budget - Horsesmouth


Medicare Questions

10 Common Medicare Questions Answered - Horsesmouth


Retirement Vision Building


    NEW - Life Changes

    We are creating a new section for your reference. We will be building this section over the next month. Check back soon!

    Want to learn more about how different life changes may impact you. We have a wealth of resources. 

    Please contact us for more information.


    New Job?

    What Issues Should I Consider When Starting a New Job? - fpPathfinder

    Job Promotion?

    What Issues Should I Consider If I Get a Promotion or Raise at Work - fpPathfinder

    Job Loss?

    What Issues Should I Consider If I Lose My Job - fpPathfinder


    Cyber Security

    Learn more about staying safe whether online shopping or navigating the web.

    Scam Defense Guide 2026 - Horsesmouth

    Horsesmouth Cybersecurity Newsletters - 2026

    Horsesmouth Cybersecurity Newsletters - 2025

    CYBERSECURITY - Resources & Tools

    Horsesmouth Cybersecurity Newsletters - 2024

    Financial Planning 

    Planning Tools to help you get organized and learn more about planning your financial future.

    Millennials 

    Caregiving Tips

    Social Security, Medicare and HSA  - Information Understanding Your Benefits

    Getting Organized

    Knowledge Building

    Want to learn more about resources, retirement, social security, or estate strategies? We have a wealth of resources.

    Economic Indicators

    Estate Planning

    Understanding Your Paystub

    What does a financial professional do?

    Tax Return Issues - Whether working or retiring.  Consideration checklists.

    J.P. Morgan Asset Management Weekly Market Updates

    Weekly market updates from J.P. Morgan Asset Management

    Quarter 3, 2026

    Quarter 2, 2026

    Quarter 1, 2026

    Quarter Ends, 2025

    Quarter Ends, 2024

    Quarter Ends, 2023