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Blog

Zach Avery | Sep 17, 2026

Financial Planning Is About More Than Your Investments

Investments
Investing
wealth management

When you hear the words “financial planning,” what comes to mind?

For many people, the first answer is investing or retirement.

Those are important pieces of the

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Zach Avery | Sep 8, 2026

Medicare Open Enrollment: What to Know Before October 15

open enrollment
Health Insurance
insurance

Medicare Open Enrollment is approaching, making now a good time to start reviewing your current coverage and preparing for the year ahead.

Medicare Open

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Zach Avery | Aug 18, 2026

A Beginner's Guide to Medicare: What You Need to Know Before You Enroll

Medicare
Retirement
Health Insurance
insurance

If you're approaching your 65th birthday, chances are you've already started hearing a lot about Medicare. Between the mailers, advertisements, and advice from

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Zach Avery | Jul 21, 2026

Why an Annual Financial Review Could Save You Thousands

Finance
Finance
Investments
Retirement

Why an Annual Financial Review Could Save You Thousands

When was the last time you looked at your financial plan?

For many people, the answer is, "It's been a

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Zach Avery | May 28, 2026

Understanding Home Insurance Coverage: Protecting What Matters Most

home insurance
insurance
insurance

Your home is more than just a place to sleep at night. It’s where memories are made, where your family gathers, and where some of life’s biggest investments

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Zach Avery | May 20, 2026

The Importance of Keeping Your Insurance Coverage Current

insurance
auto insurance

Insurance plays a critical role in protecting both your assets and your financial well being. However, its effectiveness depends on how well it reflects your

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Zach Avery | Mar 25, 2026

Why Life Insurance Is More Important Than Many People Think

life insurance
insurance
life insurance policy
term life
whole life
Life insurance is one of the simplest and most meaningful ways to protect the people you love and the life you’ve worked so hard to build.
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Zach Avery | Feb 19, 2026

Reap What You Sow: A Strategic Approach to Investment Planning

Investments
Mutual Funds
Retirement
The seeds you plant today shape your financial future. Smart investing isn’t about chasing trends — it’s about having a clear, personalized strategy built
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Zach Avery | Jan 13, 2026

An Introduction to Budgeting

Investing
Budgeting
Education
Budgeting isn’t about restriction—it’s about intention. This blog introduces practical budgeting principles that help you control debt, prepare for the
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Zach Avery | Dec 22, 2025

New Ways to Think About Social Security Claiming

social security
COLA
Healthcare
Rethinking when to claim Social Security? This post goes beyond breakeven ages to explore Social Security as longevity insurance—and how risk, happiness, and
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Zach Avery | Nov 15, 2025

Traditional and Roth IRAs – Which is Right for You?

Investments
Finance
Retirement
Roth IRA
Choosing between a Traditional, Non-Deductible, and Roth IRA can significantly impact your taxes and long-term retirement strategy. Understanding the unique
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Zach Avery | Oct 30, 2025

Have Job-Based Health Coverage at 65? You May Still Want To Sign Up For Medicare

Medicare
Health Insurance
Thinking your job’s health insurance has you covered at 65? Think again—missing Medicare enrollment could leave you with tens of thousands in unexpected medical
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