Agata Kubis, CFP, MSM

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Will inflation keep rising? Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

Paying taxes in your investments every year can slow your progress. Explore ways to defer taxes and potentially accelerate growth. Message me to start the conversation.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Life insurance is often considered essential for individuals, but it takes on an even greater significance for business owners. Let’s talk about how it can help ensure business continuity and stability.