The 401 (k) Mistake Everyone Makes
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
Why Claiming Social Security at the Wrong Time Can Ruin Retirement
In this video, Alec & Peter discuss the benefits of taking social security early vs. delaying taking social security.
How to Be Retirement Ready by 2026
In this video, Alec & Jackson discuss what to be planning for if you intend to retire next year.
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…