My Guy or Gal
Drew Tignanelli, CPA, CFP® By far the biggest financial mistake anyone can make in today's world of personal finance is the My Guy syndrome. People are paying stockbrokers as much as 1% or more to do nothing more than make…
Finances After Losing a Spouse: The First Year
By Madison Bennett, CFP®, CFT-I™ Figuring out your finances after losing a spouse can be exhausting and confusing. And when you’re grieving such a significant loss in life, handling the numbers and your heart at once can seem next to…
The Hardest Conversation I’ve Ever Had With a Client
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,…
Financial Pulse – May 2026
In this month's Financial Pulse, Drew and Mike discuss: April closing strong, with energy and technology leading the way. The Fed rate outlook has shifted dramatically-no cuts now expected until late 2027 May 29th is 529 Day: college savings and…