Is Life Insurance Worth It? What to Know Before You Decide
September is Life Insurance Awareness Month. It's a good time to ask a question a lot of people avoid: Do I actually need this, and is it worth what I'd…
Why “Just Google It” Doesn’t Always Work for Your Money
Got a financial question? Chances are, your first move is to search for the answer online. And honestly, that makes sense. It's fast, it's free, and there's no shortage of…
Roth Conversions: What They Are and When They Make Sense
You've probably heard the term "Roth conversion" before. But if you're not sure what it actually means (or whether it applies to you), you're not alone. It's one of those…
Quarterly Market Insights: 2nd Quarter of 2026
https://vimeo.com/1209521766/c1c18ffd76?share=copy&fl=sv&fe=ci Market Update: Q2 2026 Hello! I’m happy to share our stock market update for the last quarter, Q2 2026. After the first three months of 2026 saw sharp declines…
What Is a QCD and Should You Be Using One?
If you're over 70½ and you give to charity, there's a smarter way to do it. Most people don't know it exists. It's called a Qualified Charitable Distribution (QCD) and…
What Is Advisor Alpha And Why It Matters for Your Wealth
You've probably heard the phrase "beating the market." It's what most people think a financial advisor is supposed to do. But here's the truth: the biggest value a financial advisor…
Quarterly Market Insights: 1st Quarter of 2026
https://vimeo.com/1181938094/a1d19425e5?share=copy&fl=sv&fe=ci Market Update: First Quarter of 2026 Hello everyone, and welcome to our Q1 2026 Market Update! Markets started the year with optimism, but the first quarter ended as one…
Financial Moves When Faced with Terminal Illness
A terminal illness brings many hard moments. Along with medical care and family time, there are also important financial tasks to think about. Taking care of these early can ease…
6 Overlooked Financial Opportunities for People with Disabilities
Financial planning looks different for everyone. For individuals living with disabilities, there are important opportunities and protections built into the system that many people don’t fully understand. If you or…
Financial Planning VS Investing: Why You Need Both
It’s easy to think that investing is financial planning. After all, if your money is growing, you must be doing something right… Right? Not exactly. While investing is an important…
