Jacquelyn Kuhn, RICP, LUTCF

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/15/2026

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance coverage, beneficiaries, and long-term protection plans can help ensure the people and priorities that matter most are supported. Let's connect.

10/14/2026

A thoughtful financial strategy can help protect that progress toward your career, home, and goals while keeping it all moving forward. Let’s build a plan tailored to what matters most to you.

10/13/2026

America’s appetite for annuities remains strong with an 11th consecutive $100M+ quarter. Let’s connect to explore annuity strategies that may help support your clients’ retirement goals.

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10/13/2026

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creating a financial strategy can help you stay prepared for what’s next. Let's connect.

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/3TpalKQ

Want to talk it through? Let’s connect.