Discerning Wealth

09/02/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

08/28/2026

What a wonderful day on the course for a great cause! ⛳

Joshua and Shanna were proud to participate in the Caleb Strong Golf Outing. The event raised more than $38,000 to support Caleb Strong's mission of providing gas and food gift cards to families navigating pediatric cancer and other serious illnesses.

Even more inspiring, the organization has raised over $280,000 since it began, helping ease the burden of travel and hospital-related expenses for families when they need it most.

Thank you to everyone who helped make this event such a success. Together, we can make a difference, one family at a time. 💙

08/26/2026

🚨Anniversary Alert🚨

A big shoutout to Aaron Teare on his work anniversary! Thank you for all your hard work and dedication you bring to the team each day. Here's to many more successes ahead! 🎉

Happy Anniversary, AT!

08/25/2026

🎂🎉 Happy Birthday, Mandi! 🎉🎂

Wishing you a day filled with happiness, laughter, and plenty of reasons to celebrate! Thank you for all you do and for the positivity you bring to our team every day. 🥳🎈

Please join us in wishing Mandi a very happy birthday! 🎉

08/21/2026

☀️ DW Kids of Summer Spotlight☀️

Summer was all about family celebrations for Shanna and her daughters! The season kicked off with a very special milestone as her daughter, Taylor, said "I do" and began an exciting new chapter.

From there, summer stayed full of weddings, celebrations, and opportunities to get dressed up and spend time with family and friends. Between the special events, happy memories, and milestone moments, it has been a summer they won't forget.

Congratulations to Taylor and her family on such a memorable summer!

💐☀️💕👰‍♀️

08/20/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/18/2026

☀️ DW Kids of Summer Spotlight☀️

Summer has been packed with activity for Renee's crew!

Sawyer has been hard at work with marching band practices and has already marched in several parades. Brady stayed busy playing on two baseball teams and spent his downtime fishing whenever he got the chance. Addyson enjoyed a summer filled with softball, swimming, and fishing, while Layne had a great season playing pitching machine baseball and made plenty of time for fishing and swimming, too.

From ballfields and parade routes to lakes and pools, it's been a summer full of fun, growth, and memories for the whole family!

☀️⚾🎣🎺🏊‍♀️

08/17/2026

We weren't sure the weather was going to cooperate, but luckily the rain held off for the Western Home Parade last week! 🌦️🚚

Joshua's truck was parade-ready, and seeing all the smiling faces along the route made the evening extra special. Thanks to everyone who came out and shared in the fun!

🎉

08/14/2026

☀️ DW Kids of Summer ☀️

It's been a busy and exciting summer for Joshua's daughter, Izzy! She has spent much of the season performing with the C**t Cadets, demonstrating an incredible commitment of time, talent, and hard work.

Joshua and Shanna were able to enjoy some summer fun, taking the rest of the girls to a Cubs game and creating memories together at Wrigley Field. It's been a summer packed with music, family, and plenty of adventures!

🎶☀️⚾

08/12/2026

We had an incredible turnout at the Western Home Financial Summit!

Attendees gained valuable insights from local experts on topics that are important to individuals planning for the future:

✅ Joshua shared strategies for "Giving with a Purpose", helping attendees think intentionally about charitable giving and creating a lasting legacy.

✅ Jim provided important guidance on "The Don'ts of Estate Planning," highlighting common mistakes that can impact your wishes and your loved ones.

✅ Kris explored "The Future of Senior Living," offering a look at how long-term care and senior living options continue to evolve.

Whether planning for retirement, reviewing an estate plan, or considering ways to make a meaningful impact, participants left with practical knowledge and confidence for the future.

Thank you to everyone who joined us and helped make this event such a success!