Matthew J. Liston

09/01/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

08/30/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

08/27/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

08/25/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

08/23/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

08/20/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

08/18/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

08/17/2026

This is the third year I had the opportunity to be the medal sponsor for the Scheurer Health Caseville Cheeseburger Festival 5K. Very Blessed to be part of such a fun event. There were over 700 runners and walkers again this year!!

08/16/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

08/13/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.