September 2025 Blog Newsletter
Captain’s Log A Smart Move at Age 59½ Did you know that once you turn 59½, most retirement plans allow you to take what’s called an in-service distribution? In plain…
Help Your Child Plan for College Without Debt
College is one of the biggest milestones for many students and their families and one of the biggest expenses, too. With tuition costs climbing every year, it is easy to…
August 2025 Blog Newsletter
Captain’s Log Start Investing Your Excess Savings Begin investing your excess savings—cash, CDs, and money markets—that exceed your 3–6 months of living expenses and any large purchases you anticipate over…
5 Ways to Save for Retirement That You May Have Missed
As we get older, it’s easy to look back and see where we could have made smarter financial choices, especially when it comes to retirement. Maybe you didn’t take full…
July 2025 Blog Newsletter
Captain’s Log How the “Big Beautiful Bill” Affects Your Financial Plan On July 4, 2025, the federal government passed the One Big Beautiful Bill Act—a sweeping new law that…
2025 Halftime Check-Up—See Where Your Money Stands
As we hit the halfway mark in 2025, now is a great time to pause and assess your financial progress. Whether or not you’ve met with your advisor recently, this…
June 2025 Blog Newsletter
Captain’s Log The Loss of Purchasing Power on Excess Cash, CDs, and Money Market Holdings: A Look Back at 2020–2024 I remain fascinated—not by clients’ and prospects’ decisions to hold…
How to Claim Social Security Wisely
When it comes to retirement, Social Security is one of the biggest pieces of the puzzle—but it’s also one of the most misunderstood. You’ve likely heard a mix of advice…
May 2025 Blog Newsletter
Captain’s Log Simplify Your Financial Life with One Trusted Advisor In today’s complex financial landscape, investors often seek professional guidance to manage their portfolios and plan for the future. While…
Financial Conversations to Have With Your High School or College Grad
Caps are flying, cameras are flashing—and just like that, your student is stepping into a whole new world. Whether they’re packing for a dorm or prepping for their first full-time…
April 2025 Blog Newsletter
Captain’s Log Turning Challenges into Opportunities: How to Invest Strategically Amid Tariffs and Market Volatility If you’ve been watching the headlines lately, you’ve probably noticed the word tariffs popping up…
Here’s Why Your Financial Plan Should Be as Unique as You Are
Let’s face it: life doesn’t follow the same script for everyone. Some people want a house full of kids; others dream of early retirement and world travel. Some are supporting…