What Is the Net Investment Income Tax and Is Your Accountant Handling It Correctly?
Is your accountant handling the Net Investment Income Tax correctly? After 40 years, Drew Tignanelli says many aren't. Here's what to look for.
What Federal Retirement Looks Like When It Goes Right
If you retired from federal service with a pension that covers your bills, you might assume the financial heavy lifting is behind you. For two engineers who spent their careers in public service, that assumption was mostly true… but mostly…
Four People Came to Us Thinking Their Finances Were Covered. Here’s What We Found.
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Why I Took a Pay Cut to Do Work That Matters
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
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…
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,…
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.
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…
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…