New Media & insights

01.28.2021

Healthy, Wealthy, and Wise: Optimize Your Financial Health For The Longevity

Personal finance

Caroline Wetzel, CFP® and Natural Nutmeg Magazine 10 Best Life/Business Coach will share the biggest financial concerns in today’s Longevity Economy and questions to evaluate your readiness for a satisfying future. Watch the replay below!  

12.30.2020

Resolve To Detox Your Finances in 2021

Private wealth management & investing, Personal finance

I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief during a stressful time. However, by late summer when my favorite summer dresses did not…

12.21.2020

Retirement Planning for the Self-Employed: Five Options for Lowering Taxes and Maximizing Saving

12.18.2020

Procyon Perspectives Presents: Financial Confidence in Turbulent Times

Private wealth management & investing

Please watch leaders from Procyon’s Investment Committee in an intimate conversation with industry expert Mark Peterson of Blackrock. They will discuss how this year’s activities have influenced investor emotions and behaviors, along with strategies for navigating emotional bias in times of prolonged uncertainty and change….