Brett Mock - Director of Wealth Management

10/10/2026

⚠️ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! 😮

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

10/09/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

✅ Schedule your annual screening if you haven't yet

✅ Educate yourself and others on risk factors and preventative lifestyle habits

✅ Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. 🎗️

10/07/2026

You’ve poured your heart and soul into the company you’ve built, but have you also protected your business? Life insurance can make business succession planning a lot easier

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

10/07/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

💼 How income gets paid (salary, distributions, or owner draws) and what that means at budget time

💼 Which retirement vehicle fits, and how much room there is to contribute

💼 How healthcare, disability, and other insurance get sourced without an employer default

💼 How the business gets valued, and what a sale or transition would actually look like

💼 How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.

10/07/2026

September brought a rebound in private sector hiring, with employers adding 90,000 jobs, according to ADP. That's more than the 68,000 economists expected and well above August's revised gain of 36,000.

🏥 Education and health services led the way with 55,000 new jobs, followed by leisure and hospitality (22,000), manufacturing (17,000), and construction (15,000).

Not every industry shared in the gains. Financial activities lost 16,000 jobs, while professional and business services shed 11,000.

Pay continued to grow, too, with base pay rising 3.2% and gross pay increasing 4.7% from a year earlier.

The report offers another look at the labor market as the Federal Reserve weighs employment trends alongside persistent inflation.

Private job creation picked up in September after a brief slowdown.

10/05/2026

Insurance isn’t fun to think about, but it can help protect you and give you confidence, so you can focus on the important things in life.

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

10/05/2026

Cyber criminals pay extra attention to accounts tied to money.

A 2026 FBI study found that over 12,400 of those victims lost more than $100,000 each, and the average reported loss across elder fraud victims that year was $38,500. Here are a few habits to fine-tune your digital security this month:

🔐 Turn on multi-factor authentication everywhere it's offered. Yes, it’s annoying, but according to a 2026 CISA report, using it makes an account roughly 99 percent less likely to be broken into. It only takes a minute to set up.

🔐 Give every account its own password. Reusing one password means one leaked login unlocks everything else. A password manager handles this without requiring you to remember dozens of them.

🔐 When you go to the dentist, put a reminder on your calendar to also change your passwords. Changing passwords often makes your accounts just that much harder to reach.

🔐 Pause before clicking. Phishing remains the most commonly reported cybercrime in the country, more than any other category the FBI tracks.

🔐 Check statements regularly, and turn on account alerts. Catching something small and wrong early is a lot easier to unwind than catching something large and wrong months later.

🔐 Consider freezing your credit if you're not actively applying for new credit or loans. This takes 15 minutes, one time.

None of this requires becoming a security expert. Pick the one or two that you've been putting off, and do it this week.

10/02/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

10/02/2026

What's one financial decision you've made that helped you feel more prepared for your future?

For many of the people we work with, it's not a single investment or product; it's taking the time to create an overall strategy.

🗓️ October is Financial Planning Month—which is all about how the pieces of your financial picture fit together to help pursue your financial goals.

It's about putting together a comprehensive approach that manages your investments and retirement, provides for your loved ones—all while staying flexible enough to adjust as things change.

💡 If you've been meaning to update your strategy or to create one for the first time, it's never too late to start.