Motivus Wealth Management

10/16/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

10/15/2026

OFFICE CLOSURE REMINDER!
We’re trading our desks for conference badges! The Motivus team will be out of the office Monday, October 19 – Wednesday, October 21 while we attend a National Conference.

Don’t worry—we haven’t completely disappeared! We’ll be checking emails and messages throughout the day, but our response times may be a little slower than usual. Thanks for your patience while we learn, connect, and bring back some fresh ideas for serving you better!

We’ll be back in the office before you know it. Until then, please hold all carrier pigeons.
— Your Motivus Team 💙

10/14/2026

Janet, aka “GrandJan” soaking up another beautiful blessing within the Motivus Family - Kevin and Haillie’s latest addition Chloe Lesley Patterson (She’s clearly already wrapped everyone in the office around her tiny little finger.)

10/14/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

10/12/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

10/12/2026

As financial professionals, we know the future is strongest when built on understanding, respect, and opportunity. After all, the most meaningful investments are those that create a lasting impact. Let’s celebrate Indigenous voices, support Indigenous-owned businesses, and honor the legacy that continues to shape our future.

10/09/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

10/08/2026

World Financial Planning Day is a reminder that financial planning is about more than investments and numbers—it’s about creating a plan for the life you want to live. From preparing for retirement and managing taxes to protecting your family and planning your legacy, thoughtful financial planning can bring clarity, confidence, and direction to the decisions that matter most. Wealth is the tool—not the goal.

10/07/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

10/05/2026

A QUICK HEADS UP

We’ll all be out of the office October 19–21 attending the Commonwealth National Conference!
We’re excited to spend a couple of days learning, connecting, and soaking up new ideas and knowledge that we can bring back to better serve you. While we’re away, we’ll have limited access to email and phones, but we’ll keep an eye on things and respond as soon as we’re able.

Thanks for your patience while we take a little time to learn, grow, and come back with even more tools in our toolbox! We’ll be back in the office and ready to roll on October 22!