News

On May 5, 2023, Florida Senate Bill 7024 was unanimously approved by the Florida House of Representatives and Senate. It will now go to the Governor for approval, but it is almost certain to become...

Today we’ll step away from the political turmoil, pesky inflation, and recession-predicting headlines. While important, they should not drive long-term decision-making. Our three simple examples...

In today's litigious society, it is important to consider risk management and asset protection as essential components of a comprehensive financial plan. Liability insurance and umbrella policies are...

The banking sector remains in the headlines, for the wrong reasons. After more than a year of rising interest rates, regional and specialty banks are feeling the pain of a changing environment....

National Life Insurance Day takes place on May 2nd every year. It marks the anniversary of the first day that life insurance became available in the United States. In honor of that day, we wanted to...

Imagine that when you turn 18, you get your very own giant bowl of candy. It has all of your favorites: savory chocolates, sour and sweet gummy bears, or chewy caramels; however, this is all of the...

April 25th is International Financial Independence Awareness Day — a time to think about ways to achieve financial independence, determine goals to help you get there, and build a path to maintaining...

CPS Investment Advisors is pleased to promote Patrick E. Gauthier as the firm’s new Chief Investment Officer.

The arrival of April ushers in the second quarter and along with it, Financial Literacy Month. A solid financial plan starts on the foundation of financial literacy. Once the foundation is laid, you...

SECURE 1.0 made some initial progress in Setting Every Community Up for Retirement Enhancement by canceling the ‘stretch’ IRA payments for non-spousal beneficiaries and minimally raising the age on...