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…
Financial Planning for Those 80 and Older
Written by: Andrew V. Tignanelli, CPA, CFP® Financial planning is seasonal. The seasons can be early career, young parents, business owner, executive, pre-retiree, and retired. The last season of our planning can be the most complex of them all, especially…
Smart Money Moves to Make in Each Decade of Life
In this video, Alec & Jackson discuss financial moves to make in every stage of life to set yourself up for success.