In the press

- Mark Colgan
Rising Long-Term Care Premiums: What Are Your Options?

Rising premiums for long-term care insurance have left many policyholders feeling frustrated and overwhelmed. After years of diligently paying into their policies, receiving notices of steep price hikes can feel like a betrayal. You may be facing tough decisions about whether to continue coverage, ...Continue reading [...]

- Mark Colgan
Private Credit: A Retirement Investment Option for Steady Income and Growth

Retirement brings new financial goals, shifting the focus to steady income and long-term stability. With unpredictable markets and rising expenses, conventional investments like stocks and bonds often fall short. That’s where consideration of private credit comes in. This alternative investment has ...Continue reading [...]

- Mark Colgan
Balancing the Budget and the Soul

In our fast-paced world, fulfilling life experiences are essential for our well-being and happiness. However, a recent survey revealed that over 50% of Americans feel they lack enough quality time with friends and family. This statistic highlights a growing concern: as our lives become busier, the ...Continue reading [...]

- Mark Colgan
Retire With Confidence: Master Your Finances & Lifestyle

Imagine this: After decades of hard work and dedication, you're just 12 months away from the retirement of your dreams. Exciting, right? But hold on, this final stretch is crucial. Let's make sure you're fully prepared to enjoy a rewarding and stress-free retirement. The last thing you want is to ...Continue reading [...]

- Mark Colgan
Understanding Private Equity: A Guide for Investors

With the number of publicly traded companies dwindling, discover how savvy investors are uncovering lucrative opportunities in the expanding realm of private markets. Over the past few decades, the landscape of investment opportunities has undergone an interesting transformation. According to Jamie ...Continue reading [...]