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Friday, May 8, 2026

Retirement planning takes foresight, discipline, and a clear view of your financial goals. While there’s no universal formula for how much you’ll need to retire comfortably, understanding key strategies can help you build a secure future.

Wednesday, April 29, 2026

Are you saving for the future? Many seek financial guidance—some want to grow their money through investing, while others struggle to save at all. Building strong financial habits is the first step toward long-term security and confidence.

Friday, April 17, 2026

Saving money can feel like eating healthy—easy to know, harder to do. A tax refund offers the temptation to splurge, but it’s also a chance to make smarter financial choices that support your long-term goals.

Tuesday, April 7, 2026

“Nothing in life is certain but death and taxes”—and rising college costs. As tuition continues to outpace inflation, families face increasing financial strain. Fortunately, tax-efficient strategies can help.

Monday, March 23, 2026

This month’s Retirement Readiness newsletter features information on key questions when considering retirement, retirement income and the traditional portfolio, and retirees planning to travel abroad.

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Monday, March 16, 2026

As people enter later stages of life, they begin to consider complex end-of-life matters. Having an estate plan in place can ease the burden on loved ones and ensure important decisions and assets are handled according to their wishes.

Monday, March 2, 2026

Tax Day remains one of life’s few certainties, even if deadlines occasionally shift. With recent legislation raising standard deductions and adjusting key credits, reviewing this year’s changes can help you file with confidence.

Monday, February 23, 2026

While 59½ is the standard age set by the IRS to access retirement savings penalty-free, there are exceptions that may let you tap funds earlier. Learn options, rules, and potential tax impacts before you withdraw.

Monday, February 16, 2026

Turning 50 unlocks IRS catch-up contributions, letting you boost retirement savings beyond standard limits. In your early 60s, SECURE 2.0 raises those limits even more, giving a powerful chance to supercharge their retirement nest egg.

Monday, February 2, 2026

Building a lasting legacy takes intention. A comprehensive estate plan protects what you’ve built, aligns your finances with your values, and ensures your family can carry it forward for generations.

Monday, January 26, 2026

Even seasoned investors can feel lost in the jargon. Understanding investing terminology—often a mix of legalese, slang, and colloquial language—can boost confidence and help you better evaluate and refine your financial strategy.

Tuesday, January 20, 2026

Plan sponsors are rethinking 401(k) programs amid rising costs, employee needs, and regulatory pressure. This blog highlights common issues sponsors face and key considerations when evaluating whether plan changes make sense for your plan.

Tuesday, January 13, 2026

We often get questions like, “How can I balance my tax obligations with my financial goals?” and one possible option is a Roth IRA.

Tuesday, January 6, 2026

Understanding your finances takes more than income and savings. This post explains why cash flow matters, how money moves in and out, and how better awareness can improve control, stability, and long-term financial confidence.

Wednesday, December 31, 2025

Many people focus on creating a solid estate plan but overlook the importance of choosing the right executor. This decision matters, as the executor is responsible for carrying out the terms of a will and honoring the plan’s intent.

Monday, December 15, 2025

The IRS has released the 2026 contribution limits, including modest increases to IRAs. While changes are minimal, understanding the updates can help you plan more effectively for the year ahead.

Tuesday, December 9, 2025

This month’s Your Money Matters newsletter is packed with practical guidance to help you make more confident financial decisions. Whether you're reassessing your risk tolerance, trying to understand how your expenses stack up to the average

Tuesday, December 2, 2025

A brief look at why competitive benefits packages are essential for retaining top talent in today’s evolving workforce.

Monday, November 17, 2025

Life insurance is more than coverage for final expenses. Modern policies offer flexibility, protection, and financial benefits that can help strengthen and complement your overall financial strategy.

Monday, November 10, 2025

Your care needs evolve with time. By understanding the full range of options available, you can create a plan that supports your independence and peace of mind for years to come.

Monday, November 3, 2025

As we near the end of the year, it’s the perfect time to review and optimize your financial and tax strategies. Here are some key considerations to help you make the most of year-end opportunities.

Thursday, October 23, 2025

Since October is National Financial Planning Month, we’re sharing a resource to help you plan for life’s unexpected moments.

Wednesday, October 15, 2025

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started....

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Tuesday, March 25, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

Wednesday, December 18, 2024

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

Wednesday, December 11, 2024

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Thursday, November 21, 2024

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

Wednesday, November 6, 2024

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

Tuesday, October 22, 2024

As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the...

Tuesday, October 8, 2024

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

Wednesday, September 18, 2024

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Wednesday, September 4, 2024

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

Thursday, August 15, 2024

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Thursday, March 30, 2023

Life insurance can help protect those most important to you and help you achieve your lifetime goals. A permanent life insurance policy accumulates cash value that you can access at any time, for any reason during your lifetime —...

Tuesday, January 24, 2023

With the end of the year quickly approaching, it’s an ideal time to explore ways to reduce your tax exposure for this year — and possibly into the future. Some examples include: Contributing more to your retirement...