Blog
Keeping your financial plan aligned with your goals, risk tolerance, and time horizon.
What’s driving the growing interest in personalized advice, greater flexibility, and a more relationship-focused approach to financial planning.
A look at six major life events that can impact your federal return.
The way you handle money as a couple will shape more than your bank account — it will shape your future.
If something happened tomorrow, would your family have clarity or confusion?
Considering the potential benefits and risks of the latest tech revolution.
Know the ins and outs when making a career move.
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement is right around the corner, and those final five years before you clock out for good are some of the most important in your financial journey.
We are honored to be recognized as industry leaders for the fourth consecutive year.
Inside, you'll find helpful insights and practical tax tips. You’ll also find holiday highlights from the team, a look at our community involvement, and a recipe for chicken tortilla soup.
The start of a new year is a natural moment to reset and refocus, especially when it comes to your finances.
Start the new year right by reviewing and revamping your financial plan.
The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life.
From a young age, sports have been at the center of my life. You could always find me with a ball in my hand.
Highlighting key provisions for itemizers, non-itemizers and corporations.
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Simple steps to help build your financial foundation.
Inside, you’ll find key updates from the newly passed One Big Beautiful Bill Act, insights on retirement lifestyle choices like aging in place vs. downsizing, and a look at how AI is reshaping everyday life. We’ve also included team updates, community impact highlights, and a seasonal recipe for Pumpkin Cream Cheese Muffins.
How to make a meaningful impact with your RMDs.
What if the most important financial conversation you’ll ever have…is the one you’ve been avoiding?
For many investors, land ownership is part of the American Dream. But what happens when the land you own sits idle?
In life, we’re given countless opportunities to pause and reflect on how we’ve arrived at where we are. Over the past few years, I’ve found myself doing that more often.
Learn about using 529 plans for more than just college savings.
Whether you're guiding a student or exploring your own path, here's a look at the most popular industries among college students to help identify today’s most appealing career fields.
Financial literacy and family values are key to a successful wealth transfer. Start early, talk openly, and pass down more than money—pass down your legacy.
The sweeping tax and spending law signed on July 4, dubbed the One Big Beautiful Bill Act, includes key provisions and potential financial planning opportunities for individuals and families.
In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want.
Inside this issue, you’ll discover the latest team news and updates, practical tips and insights, and a look at how we’re contributing to the community.
Derek shares four simple tips to help you manage your money more effectively.
In no circumstance is end-of-life care an easy conversation, but if you ever find yourself needing to make those tough decisions for a loved one, it’s comforting to know what they want.
Imagine spending years diligently saving for retirement, only to realize there are strict rules about when and how you must start withdrawing that money.
As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.
Think 529 plans are just for college savings? Think again. These accounts do more than help cover tuition—they can also play a powerful role in your estate planning strategy.
As I reflect on what has shaped me both personally and professionally, I feel compelled to share a piece of my heart with you.
With the cost of higher education rising, it’s important to determine how you and your family will fund it. There are several options to consider, each with their own pros and cons.
Thinking about meeting with a financial advisor for the first time? Don’t go in unprepared. In this short video, Amanda shares how to set yourself up for a productive, stress-free first meeting.
Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to make the transfer, and some offer more protection than others.
Retirement is an exciting new chapter, but for many, it also brings the challenge of staying socially connected.
This marks Jason’s fifth consecutive year of being named to this distinguished list.
Inside this issue, you’ll find the latest news and updates from the team, details on our 2025 events, and valuable insights and tips.
Spring is the perfect time to get your finances in order. Being on top of your finances can help you feel more in control, while reevaluating your bills and purchases more often can help you stay within budget.
It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times.
Have you ever made an investment decision just because everyone else was doing it? Maybe you bought a stock that was all over the news or jumped into real estate because it seemed like a sure thing. If so, you’re not alone.
Financial wellness isn’t something that happens by chance—it requires careful planning and smart decision-making at every stage of life.
