Blog
The Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order, and their income strategy is in...
What Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation home. A renovation. A car that...
The Cost of Keeping the Bank of Mom and Dad Open
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes unexamined: for parents who have been...
Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million by 2050. Every day until 2030,...
When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall retirement income strategy, including...
Helping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key Takeaways Here are some questions this blog aims to answer: How can parents or grandparents help with a down payment for adult children? What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime estate exemption work? Should you...
Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Key Takeaways Treat tax strategy as a continuous process, not a once-a-year filing exercise. Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency. Review contribution limits, charitable rules, and estate...
Understanding The Emotions Behind Financial Decisions
Key Takeaways Emotions and biases might influence financial choices more often than most people realize. Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results. Recognizing emotional triggers can help manage...
Goal Setting That Sticks: Simple Ways to Turn January Motivation into Lasting Wins
Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable steps, keeps you focused,...
Will your money last as long as you do?
Don’t let a lack of income derail your retirement!
In This Free Guide, You’ll Learn…
How an experienced financial professional can help you address you “what ifs” about retirement.
In 1984, the average American household spent $2,500 per person annually on health care. In 2018, that number was $5,000. That means costs are 100% higher than they were in 1984.
The right questions to ask about retirement, like: “How do I make sure my money lasts?” and “How do I cover all my expenses?”
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