by Suzanne Porske | May 11, 2026 | Uncategorized
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...
by Suzanne Porske | May 11, 2026 | Uncategorized
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...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
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...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
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,...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
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...
by Suzanne Porske | Apr 29, 2026 | Uncategorized
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated exposure to real trade-offs....
