Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Market Reactions to War: A Long-Term Investor Perspective
Geopolitical events and military conflicts often create uncertainty in financial markets, leading many investors to question how they should respond. While every situation is different, history over the past century provides useful...
Read More1099 Forms
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment generated for your records. The individual/entity sends a copy to both...
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National Financial Planning Month Is Here—Are You Ready?
October marks National Financial Planning Month, making it an ideal time for a financial health check-up. Just as you schedule annual medical exams, this month offers a natural opportunity to assess your financial situation,...
Read MoreThe Fed Cuts Interest Rates: What It Means for the Economy and Consumers
The Fed Cuts Interest Rates: What It Means for the Economy and You In a widely anticipated move, the Federal Reserve has decided to cut interest rates by 0.25%, signaling a shift in its monetary policy after a period of elevated rates...
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What Happens When the Fed Adjusts Rates?
Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect. Here’s what could...
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It's FAFSA Time
It’s FAFSA time! As your student prepares for college, they can now fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year. Even if your student won’t require help from the government, filling out...
Read More10 Budget Tips Every Young Investor Should Know
Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...
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Debunking The Myth That There’s Only One Right Way to Invest
Today’s financial landscape is filled with opportunities, but many people still believe that building wealth through investing requires a rigid, one-size-fits-all approach. In reality, investing is a deeply personal process that...
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What You Need to Know as a First-Time Homebuyer
Prepare Yourself as a First-Time Homebuyer You’ve decided to buy your first home. That’s great! This is a big financial decision that likely took a lot of time and energy to make. With this decision comes an investment opportunity,...
Read MoreWhat the 2025 Tax Law Means for Your Finances
What the 2025 Tax Law Means for Your Finances on July 4, 2025, the “Make American Workers and Families Thrive Again Act” was signed into law. Informally known by some as the “Big Beautiful Bill,” this sweeping legislation updates key...
Read MoreIs Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. The Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very grim and...
Read MoreWhy Investment Inaction Is Still a Decision: Retirement Planning Tips for Las Vegas Residents
Las Vegas residents: Learn how putting off 401(k) and investment decisions could impact your retirement. Find out how to make proactive financial choices today.
Read MorePrepare for Unexpected Expenses in Retirement
Discover the top 5 unexpected expenses that can derail your retirement plan—from hidden housing costs to long-term care. Learn how to protect your retirement lifestyle with smart, proactive planning.
Read MoreBuilding a Solid Financial Foundation: Key Pillars
Learn how to build a solid financial foundation with five key steps: banking, emergency savings, retirement, insurance, and estate planning.
Read MoreShifting to the Retirement Income Portfolio
Learn how retirement shifts the focus from accumulation to decumulation, why portfolio exhaustion becomes the primary risk, and how to manage sustainable withdrawals for lifelong income.
Read MoreHow Insurance & Risk Management Strengthen High-Net-Worth Estate Plans
Discover how strategic insurance and risk management protect wealth, ensure estate continuity, and support long-term financial goals for affluent families.
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"Market Turmoil: Trade Tensions, Recession Fears & Global Shifts in 2025
Markets are volatile amid trade policy uncertainty, recession risks, and global shifts. Learn how investors are adapting and why staying diversified is key in uncertain times.
Read MoreRollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision to allow people to rollover unused funds from a 529 college savings account to a Roth IRA. Starting in 2024, beneficiaries of 529 college savings accounts are permitted to do a tax-free rollover...
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The Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want...
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4 Things to Love About Roth IRAs
Roth IRAs are a highly recommended retirement account for a reason. Originally introduced as the ‘IRA-Plus’, these accounts were designed to empower middle-class Americans to save for retirement. To this end, they come with a great...
Read MoreAvoid These Mistakes When Naming Your Beneficiaries
It’s not uncommon for people to assume that having a will in place is enough to ensure their assets will pass to their named beneficiaries in the manner they desire. However, certain financial assets—including 401(k) and IRA...
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Changing Your Beneficiaries
CHANGE YOUR BENEFICIARIES Even after your estate planning is complete, it's important to keep your beneficiaries updated and change them as necessary. Updating your beneficiaries listed throughout your estate plan can help ensure no...
Read MoreHow a Financial Professional Can Help You Stay on Top of Beneficiary Designations?
Updating your beneficiary designations is essential, but it’s easy to overlook. A financial professional can help ensure your beneficiaries are current, providing peace of mind and avoiding costly mistakes.
Read MoreThe Risk of Ignoring Beneficiary Updates: Are Your Assets Going to the Right People?
Failing to update your beneficiary designations can result in unintended beneficiaries inheriting your assets. Learn the risks of outdated beneficiary forms and why regular reviews are essential to protecting your legacy.
Read MoreWhat is the Social Security Fairness Act?
You may have heard about the recently signed Social Security Fairness Act and wondered what it was and how it might affect you.The Social Security Fairness Act eliminates two longstanding provisions for Social Security: the Windfall...
Read MoreWhy Updating Your Beneficiary Designations is Crucial for Your Financial Legacy?
Beneficiary designations are a crucial part of your financial legacy, yet they are often overlooked. This post explains why keeping them updated, especially after major life events, ensures your assets go to the right people.
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