Robbie Schubert

High Prices Force Buyers to Stretch Out Car Loans (Jun) Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

Variable Annuities: Strategies to Help Counter Retirement Risks (Jan) Unlike retirement accounts, there are no federal contribution limits for variable annuities. Better yet, the investment gains won't be taxed until they are withdrawn.

Last Thursday, we had a wonderful evening connecting with clients at our Shred Day & Social Security Workshop! Guests brought old documents to safely shred while enjoying wine, finger foods, and great conversation. We were also honored to have a special guest speaker Kevin Hanson from our home office share valuable insights on Social Security planning and retirement strategies.

Thank you to everyone who attended and trusted us to help guide your financial future. Events like these are a great reminder that financial planning is about more than numbers — it’s about relationships, education, and peace of mind.

The Race for AI Could Be Driving Up Your Power Bill (May) Electricity rates have surged more than 20% since 2022 in some places, partly due to new demand from AI.