Marie Isabel Laurion, BFA

08/31/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

08/26/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

08/24/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

08/21/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

08/19/2026

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

08/17/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

08/14/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

08/12/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

08/10/2026

Market swings can be unsettling. Are you concerned about market volatility negatively impacting your ability to generate retirement income?

You’re not alone. Reach out to learn how we can partner to achieve your financial objectives amid volatile markets.

08/07/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.