Articles
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
Latest Posts
Understanding Social Security and its Impact on Your Retirement Strategy
By Matt Cherry, CFP® As you approach the threshold of retirement, it’s only natural for Social Security to be on your mind. Navigating the vast sea of information on retirement strategies, benefit options, and timelines
Long-Term Care Insurance: What You Need to Know
By Lane Reynolds When we’re young, we think we’ll live forever. But as we age, we begin to understand the reality that our time on earth is limited. This may be a sobering thought (and
How to Build a College Savings Fund
By Larry Van Quathem, CFP® When you look at your little one, it might be hard to imagine that one day you’ll be buying amenities for a dorm room when you’re still buying diapers on
Tips From a Financial Advisor to Help You Navigate Divorce
By Laurel Buchanan, CFP® Divorce is a difficult and emotionally draining process—no matter how long or short the marriage was. On top of that, it can be hard to navigate the legal and financial aspects
Serving Our Community: How Our Contributions Help Us Stand Out
By Adam Brooks, CFP® “The reward for work well done is the opportunity to do more.” — Jonas Salk Not everyone gets recognized for their hard work. But if you’re working for the right reasons,
Social Security Income
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to www.ssa.gov/estimator. The retirement estimator gives estimates based on your actual
