By Mike McCarthy, CPA/PFS, CFP® In this business, you sit across from clients in some of life’s most difficult moments: job losses, market crashes, divorces, and deaths. But if someone asks me to name the hardest conversation I’ve ever had,…
Worried you might be making mistakes that could derail your retirement? Discover the 5 retirement planning mistakes we often see and how to fix them early.
The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.
Most people with a concentrated stock position know they should diversify. What they do not know is how to do it without handing a large chunk to the IRS. In this article, Chuck Bender walks through how a net unrealized appreciation strategy (NUA) combined with a donor-advised fund helped one client retire comfortably without an unnecessary tax hit. If you are sitting on a large position in a single stock, this is worth a read.
Ladies, maximize your benefits with these 3 smart Social Security timing tips—plan now, retire stronger!
By Graham Ewing, CFP®, MBA, Director of Financial Planning Standards A couple came to our office not long ago with a straightforward goal: make sure they were ready to retire. The husband was considering retiring soon, the wife planned to…
Most couples have one spouse who handles the finances. And for years, maybe decades, that works just fine. Until it doesn't. When the financially savvy spouse passes away, the surviving spouse is often left with scattered accounts, unknown passwords, and…
Ready to make 2026 your most tax-smart year yet? Our latest article discusses 10 practical steps to help you reduce your tax liability, maximize savings, and plan with confidence
Have you ever wondered what actually happens behind the scenes at a financial advisory firm? We believe you should know exactly what our process looks like before you decide to work with us. In this video, Drew and Maddie pull…
Roger shares a powerful story of the moment he was reminded why financial planning is about so much more than your account balance; it's about the life you want to live.