Insights & Resources
Turkey Talk: Top Financial Topics Over Thanksgiving
As turkey dinners bring families together, financial questions often find their way to the conversation—right between the mashed potatoes and cranberry sauce. Let's delve into the five key...
Read more
Navigating Financial Planning After Divorce
Experiencing divorce can be emotionally and financially challenging. As a recently divorced woman, taking control of your finances is vital to rebuilding a secure future. Effective divorce...
Read more
Financial Planning for Business Owners Nearing Retirement
As a business owner, preparing for retirement or the eventual sale of your company requires careful planning and strategic decision-making. To secure your financial future, it's essential to focus...
Read more
Optimizing Your IRA and 401(k) for Retirement
Planning for retirement involves more than just saving money. It requires strategic steps to optimize your IRA and 401(k) accounts to ensure a comfortable and financially secure retirement. Key...
Read more
Why Regular 401(k) Benchmarking is Essential for Your Future
Think of your 401(k) like a well-built home; even the sturdiest of structures require regular maintenance to stay in top shape. Maintaining your 401(k) isn't just about checking the boxes—it's...
Read more
Life Events That Could Impact Your Tax Filing Status
Life changes such as marriage, divorce, or expanding your family are emotional milestones. While these events bring joy and challenges, they also come with practical implications, especially when...
Read more







