Adam D. Cupp, CRPS - UIS Insurance & Investments

Adam D. Cupp, CRPS - UIS Insurance & Investments Empowering clients and businesses to build strong financial futures is more than my profession—it's my passion.

I take pride in crafting personalized financial strategies and group retirement plans that bring clarity, confidence, and long-term success.

There are so many reasons to create a will this month, but here are three big ones to consider:Direct Your Property: Cre...
07/17/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
07/04/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

Isn't it amazing to call America our home? God bless the USA! Independence isn't merely a day on the calendar; it's part...
07/04/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/24/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/17/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
06/10/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

06/06/2026

Still deciding the best way to invest for future education expenses? Join our upcoming webinar 529 Plans vs. Trump Accounts.

We’ll walk through both options, explain the differences, and answer common questions so you can make informed decisions with confidence.

Register today through the link below!
https://zoom.us/webinar/register/WN_F8cAQ312QeWdvruYY_thJw

05/28/2026

We’re proud to share that one of our own, Adam D. Cupp, CRPS, has once again been recognized as part of Cetera’s Circle of Excellence—an honor awarded to top advisors nationwide. Returning to this distinguished group for another year speaks to Adam’s continued dedication to serving clients with integrity and excellence. It was a privilege to join fellow advisors in Hawaii for meaningful collaboration and celebration. This recognition reinforces our ongoing commitment to putting clients first and striving for excellence in everything we do.

The Cetera Financial Group’s Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Adam D. Cupp, CRPS Financial Advisor by any client.

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
05/27/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
04/16/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

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