Connect Financial

11/03/2026

Do your parents have a plan for potential long-term care needs? From finances to care preferences, there’s a lot to consider. Learn where long-term care insurance may fit into the conversation.

If your parents need expensive long-term care services, government programs won't be of much help or will require that your parents be legitimately impoverished to be eligible. For these reasons, you may want to consider long-term care insurance.

10/31/2026

Wishing you a Happy Halloween and a wonderful fall season. May your day be full of laughter, fun, and just the right amount of spooky spirit!

10/28/2026

Estate planning is an important part of protecting the people and causes you care about most.

Women often face unique financial considerations, including longer life expectancies, caregiving responsibilities, and wealth transfers. This article explores the basics of estate planning and why having a plan in place can help provide greater confidence for the future.

Women may have unique estate planning concerns.

10/26/2026

Your legacy is about more than what you leave behind. It's about the impact you make and the people you care for.

Discover how life insurance may help support your estate planning goals and provide financial protection for future generations.

Once used primarily to cover funeral expenses, life insurance today is considered a critical part of estate planning. Life insurance has multiple uses: It can help pay for your children's education or pay off a mortgage.

10/22/2026

This Women's Small Business Month, we're celebrating the women who prove it's never too late to pursue a new vision.

Women over 50 are increasingly launching businesses, leveraging years of knowledge, relationships, and leadership experience to build successful companies and meaningful legacies. This article highlights what's driving this inspiring trend.

More women over 50 are starting businesses later in life, using experience and networks to build successful companies in today’s evolving startup landscape.

10/19/2026

Long-term care insurance can play an important role in protecting your retirement strategy, but rising premiums are making it more important than ever to understand your options before purchasing a policy.

This article explores key factors to consider, helping you make informed decisions about long-term care planning and your financial future.

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

10/14/2026

This Women's Small Business Month, we're proud to celebrate Peg Lutz, co-founder of our firm and a dedicated advocate for helping individuals and families pursue their financial goals.

Building a business takes vision, perseverance, and a commitment to serving others. Peg's leadership has helped shape our firm's culture and client-first approach, creating a lasting impact on both our clients and our community.

Join us in celebrating women entrepreneurs and business leaders who inspire others through their passion and dedication

10/12/2026

Estate planning isn't just about what you leave behind. It's also about how your assets are structured today.

The ownership of a life insurance policy can affect estate planning outcomes, making it an important topic to review as part of your broader financial strategy. Learn more in this insightful article.

In estate planning, life insurance is purchased for several reasons: (1) to provide cash to the insured's family for daily living expenses, (2) to provide cash for potential death taxes and estate expenses, and (3) to provide a shelter from income taxes (for beneficiaries), potential estate taxes, o...

10/09/2026

Are you investing as much in your future as you are in your business?

Many women entrepreneurs spend years growing successful companies while postponing their own financial planning. This article explores strategies for balancing business growth with long-term wealth-building goals.

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

10/07/2026

Many people recognize the importance of planning for retirement, but fewer have a plan for long-term care.

The reality is that long-term care needs can impact families both emotionally and financially. This article explores why long-term care planning matters and what options may be available to help prepare for the future

Care for people who can’t take care of themselves is expensive, and regular health insurance doesn’t cover the cost. Here's what to know to prepare yourself if this happens to you.