Second Quarter 2023
Posted on April 14, 2023
The Spring issue of Foresight is full of information to boost your financial wellness. So many couples don’t realize that Social Security has an array of very particular spousal benefits, so read the article by Tiffany Windish so you don’t miss out. Jason Chiklakis talks about various life insurance to combine with a financial plan, and James McArthur talks to business owners about what to consider once the business is sold. Our CIO, Andrew Vanderhorst covers the markets and investors’ portfolio strategy.