What Would Hank Hill Do? Finding Purpose in Retirement When the Routine Disappears

“The thing they don’t tell you about retirement… is there’s so much time to fill.” – Hank Hill Retirement’s supposed to be the golden years, ...

What Would Hank Hill Do? Finding Purpose in Retirement When the Routine Disappears

“The thing they don’t tell you about retirement… is there’s so much time to fill.” – Hank Hill Retirement’s supposed to be the golden years, ...

What to Do If You’ve Just Been Laid Off: A Calm, Clear Action Plan

A layoff can turn an ordinary day into one you’ll never forget. One moment you’re answering emails or thinking about lunch plans. The next, you’re ...

What to Do If You’ve Just Been Laid Off: A Calm, Clear Action Plan

A layoff can turn an ordinary day into one you’ll never forget. One moment you’re answering emails or thinking about lunch plans. The next, you’re ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...

First Look: What the One Big Beautiful Bill Act Could Mean for Your Taxes, Healthcare, and Retirement Strategy

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law—an 870-page reconciliation package that reshapes federal policy across taxes, healthcare, ...

First Look: What the One Big Beautiful Bill Act Could Mean for Your Taxes, Healthcare, and Retirement Strategy

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law—an 870-page reconciliation package that reshapes federal policy across taxes, healthcare, ...

Roth Conversions: Smart Tax Strategy or Just Hype? Here’s How to Think It Through

There’s something about the phrase “tax-free growth” that makes people’s ears perk up. Especially when it’s paired with terms like “Roth IRA” and “retirement income.” ...

Roth Conversions: Smart Tax Strategy or Just Hype? Here’s How to Think It Through

There’s something about the phrase “tax-free growth” that makes people’s ears perk up. Especially when it’s paired with terms like “Roth IRA” and “retirement income.” ...

Mid-Year Check-In: Is Your Financial Plan Still on Track?

Half the year is in the rearview mirror. That fact alone might trigger a little unease—especially if your financial life hasn’t had your full attention ...

Mid-Year Check-In: Is Your Financial Plan Still on Track?

Half the year is in the rearview mirror. That fact alone might trigger a little unease—especially if your financial life hasn’t had your full attention ...

June Market Commentary: The Limits of Data in an Ever-Changing Environment

May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be ...

June Market Commentary: The Limits of Data in an Ever-Changing Environment

May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be ...

Vacationing Without Financial Baggage: How to Enjoy Summer Without Overspending

Summer is calling, and for many families, that means sand between the toes, photos at scenic overlooks, and maybe—if you’re lucky—a few days where no ...

Vacationing Without Financial Baggage: How to Enjoy Summer Without Overspending

Summer is calling, and for many families, that means sand between the toes, photos at scenic overlooks, and maybe—if you’re lucky—a few days where no ...

What Business Owners Get Wrong About Cyber Risk and What It Could Cost Them

Let’s get something out of the way: cybersecurity isn’t just an IT problem. It’s a business risk. A financial one. A reputational one. And for ...

What Business Owners Get Wrong About Cyber Risk and What It Could Cost Them

Let’s get something out of the way: cybersecurity isn’t just an IT problem. It’s a business risk. A financial one. A reputational one. And for ...

Down Payment Dilemmas: Should You Tap Investments or Keep Saving?

June is National Homeownership Month—a time when “dream home” conversations tend to bubble up more frequently around dinner tables and in client meetings. Whether it’s ...

Down Payment Dilemmas: Should You Tap Investments or Keep Saving?

June is National Homeownership Month—a time when “dream home” conversations tend to bubble up more frequently around dinner tables and in client meetings. Whether it’s ...