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…
How Gratitude Strengthens Families and Financial Futures
By Madison Bennett, CFP®, CFT-I™ As the holidays approach, many of us focus on what to buy, what to cook, and what to plan, but not always on why we spend the way we do. Thanksgiving offers more than just…
RMD Season is Coming: How Retirees Can Minimize the Tax Hit Before Year-End
By Madison Bennett, CFP®, CFT-I™ As fall approaches, so does one of the most important financial planning deadlines for retirees: Required Minimum Distributions (RMDs). If you are age 73 or older (or inherited a retirement account), you may be required…
The Clean Energy Disconnect
By: Andrew V. Tignanelli, CPA, CFP® I am a big proponent of clean energy for a couple of reasons. First, if I can safely and easily get all the electricity I need without paying a utility company, why wouldn’t I? Of…