Financial planning blog

Timely and free financial planning advice

June 14, 2026

The Gift of Giving: A New Perspective on Father’s Day

What if the best Father’s Day gift for the man who ‘has it all’ isn’t something he receives, but the clarity and plan he needs to give back to those he loves? This Father’s Day, you may be considering a gift that makes a larger impact than ever before. For many fathers and grandfathers, the...

June 7, 2026

Are You Retirement Ready? A Roadmap for the Transition

Is your current financial momentum strong enough to carry you through a 30-year retirement, or are there hidden gaps in your strategy? The transition into retirement is one of the most significant pivots you will ever make. It is the moment you shift from the “accumulation phase”—where the goal is growth—to the “distribution phase,” where...

May 31, 2026

Aligning Your Finances with Your Values, Goals, and Relationships

Does your current financial structure accurately reflect the causes you care about and the legacy you want to build? It seems the world is more partisan than in previous times. As the divide grows, so does anxiety. Many of us want to act in alignment with our values to help further the causes we are...

May 17, 2026

Do You Really Need Life Insurance?

Understanding the Role of Risk Management Life insurance is often discussed in emotional terms—as a way to provide for loved ones after you are gone. While the emotional component is significant, from a financial planning perspective, life insurance is a technical tool designed to manage specific risks. The question of whether you “need” it depends...

April 30, 2026

Celebrate Mom: Retirement Planning Tips for Women in Every Stage of Life

From building a career to caring for family, a woman’s journey is full of transitions; is your financial strategy evolving alongside you? As we celebrate the mothers and influential women in our lives, it is a natural time to look toward the future. Women today are more economically influential than ever, yet they often face...

April 19, 2026

Tax-Efficient Real Estate Planning: What to Know Before Selling in 2026

How much tax will I owe when I sell my property? For many investors and homeowners, real estate has been one of the most significant drivers of wealth over the past decade. As we move into 2026, a growing number of property owners are considering selling—but without proper planning, a sale can trigger substantial and...

April 6, 2026

Spring Financial Clean-Up: Review Your Wealth & Wellbeing Album Checklist

Written by Cameron Morgan. Read more about her here. How should I organize my financial documents and accounts? Ahh, Daylight Saving Time. Thanks to our cellphones and computers, we don’t have to manually advance the hands of physical clocks as frequently – many of our clocks adjust automatically at 2 a.m. on the second...

March 2, 2026

Social Security Benefit Options: What to Consider Before You File Your Taxes

Is Social Security taxable? Tax season tends to focus our attention on what just happened—last year’s income, deductions, and filings. But some of the most important decisions you can make right now aren’t about the past. They’re about how your future income will be structured. Social Security is one of the few income streams in...

March 2, 2026

What you need to know to maximize your tax deductible IRA in 2026

What are the IRA contribution limits for 2026? In 2026, your individual retirement account can be a valuable tax shelter if you know the rules. On our website, we offer this quick guide to help you get the latest and most pertinent information to help you control your tax bill and also take control of...