5 Retirement Planning Mistakes I See in Initial Meetings
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.
What the Middle East Conflict Means for Markets and Your Portfolio
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.
When 90% of Your Wealth Is Riding on One Stock
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.
3 Smart Social Security Timing Tips for Women
Ladies, maximize your benefits with these 3 smart Social Security timing tips—plan now, retire stronger!
Retirement Tax Planning Mistake: A Hidden $10,000 Missed-Deduction Surprise
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…
What Keeps Me Up at Night As Your Advisor: Protecting Your Loved Ones From Financial Chaos
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…
Top 10 Tax Planning Tips for 2026
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
From Intro Call to Financial Physical®: See How Our Team Works for You
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…
The Beach House Decision That Reminded Me Why I Became a Financial Advisor
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.
Steps For a Simple Yet Impactful Year-End Financial Clean-Up
By Madison Bennett, CFP®, CFT-I™ As the year winds down, most people think about holiday plans, travel, and preparing for the new year. But there’s an often-overlooked opportunity hiding in plain sight—a year-end financial clean-up can streamline your life, save…