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Blog

Kevin Orsinger | Apr 22, 2025

May Topic of the Month: Market Ups & Downs

It’s easy to blame the markets when your portfolio isn’t performing the way you had hoped to reach your investment goals.

When investing, it is important to

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Kevin Orsinger | Apr 22, 2025

Let’s learn about the 50 States: one at a time – Connecticut

Connecticut became the fifth state on January 9, 1788. 

It was given the nickname of the The Constitution State.

Connecticut’s state motto is: “Qui Transtulit

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Kevin Orsinger | Mar 17, 2025

Let’s learn about the 50 States: one at a time – Georgia

Georgia became the 4th state in 1788. It was given the nickname of the Peach State because the Cherokee Indians grew peaches in the mid 1700’s and today the

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Kevin Orsinger | Mar 17, 2025

April Topic of the Month: Tax Filing Deadline

Time sure flies: tax filing deadline is April 15, 2025, which is a few short weeks away.  If you haven’t started preparation for your taxes, you may need to

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Kevin Orsinger | Feb 27, 2025

Let’s learn about the 50 States: one at a time – New Jersey

New Jersey became the third state on December 18, 1787, and was the first state to sign the 

Bill of Rights.

It was given the nickname of the Garden State because

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Kevin Orsinger | Feb 27, 2025

March Topic of the Month: Creating an Emergency Fund

An emergency fund gives you confidence when something unexpectedly happens in you life and creates a major bump in the road of life.  You may need surgery and

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Kevin Orsinger | Jan 17, 2025

Let’s learn about the 50 States: one at a time – Pennsylvania

Pennsylvania became the second state on December 12, 1787.

It was given the nickname the Keystone State because it was the middle colony during colonial times.

Pe

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Kevin Orsinger | Jan 17, 2025

February Topic of the Month - Life Insurance

Do you Love someone? If you answer yes, then the answer is clear you should have or get Life Insurance.  Life Insurance is for anyone that cares or loves. 

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Kevin Orsinger | Dec 27, 2024

January Topic of the Month - Do You Have Financial Resolutions for the New Year?

Here are a few to consider!

Know your Goals in Advance: Have a good understanding of what you want your financial goals to be for the year. Put in writing what

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Kevin Orsinger | Dec 27, 2024

Let’s learn about the 50 States: one at a time – Delaware

“Thomas Jefferson called Delaware a “Jewell” among the states, thus giving it one of its nicknames – “The Diamond State”.

It is known at one of the “Home of Tax

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Kevin Orsinger | Nov 29, 2024

Recipe of the Month: Crock-Pot Hot Chocolate

Ingredients 

1/2 c. granulated sugar

1/3 c. unsweetened cocoa powder 

6 c. whole milk 

2 c. heavy cream 

2 (4-oz.) semisweet chocolate bars, chopped 

2 tsp. vanilla

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Kevin Orsinger | Nov 29, 2024

December Topic of the Month: Are Your Financial Records for The End of The Year?

Organize your financial records:

Gather all your account statements and your personal income records in one place. This will also be important when preparing

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