Insights

  • October 2024 Insights

    October 2024 Insights

    As retirement approaches, many individuals find themselves contemplating a significant life change: relocating to a new city or region. According to recent…

  • August 2024 Insights

    August 2024 Insights

    Are you leveraging your IRA to support the causes you care about while also lowering your taxable income? Many individuals overlook the…

  • July 2024 Insights

    July 2024 Insights

    Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a…

  • June 2024 Insights

    June 2024 Insights

    Welcome to our June Edition. Our video this month “Convicted Investing: Kingsview Wealth Management” features David Swift, co-founder of Second 50 Financial,…

  • May 2024 Insights

    May 2024 Insights

    Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a…