Financial Resources

Welcome to the Proximity Financial Partners Resource Center, your go-to destination for practical financial guidance, educational tools, and timely insights. Here, you’ll find a collection of articles, videos, and resources designed to help you better understand key topics like retirement planning, investment strategies, insurance, and wealth preservation. Proximity Financial Partners focuses on making complex financial concepts easier to navigate so you can make informed, confident decisions.

Whether you are planning for the future, evaluating important financial decisions, or simply looking to stay informed, this page is built to support your financial journey with clarity, perspective, and actionable knowledge.

Recent Articles

private credit proximity financial partners

Private Credit. What’s Working, What’s Being Tested

Investment, Money

Private credit has benefited from a long stretch of investor demand for income. More recently, performance appears to be diverging beneath the surface.

A Primer on Dividends

Investment

When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses...

Estate Management Checklist

Estate

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.

Choices for Your 401(k) at a Former Employer

Retirement

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account.