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Here, our financial planners share practical financial and retirement planning advice based on our years of experience guiding clients. Please email us if you have a topic you would like to see addressed.


Tuesday, April 14, 2026

You want to know: “How much should I actually have saved by now?” It’s common to have this question right around your age! While there are benchmarks we can look to, the answer is definitely “one size fits none." What matters is progress.

Thursday, April 9, 2026

Election years give many clients the jitters. This is understandable. A lot seems to be at stake, and we’re inclined to think that things will get worse if our party doesn’t win. During these times, I like to remind clients to zoom out...

Thursday, April 9, 2026

There are few reasons to keep credit card debt, but even some financially stable clients hang on to it.

Thursday, March 19, 2026

Financial empowerment begins with understanding your current situation and how well you are set up to reach important and necessary goals. Next-level financial confidence comes when you can discuss your situation openly with loved ones.

Thursday, March 19, 2026

If you’re at least age 70½ and own an IRA, there’s a powerful but often overlooked tax strategy worth knowing about: the Qualified Charitable Distribution (QCD). For charitably inclined retirees, a QCD can be a smart way to give while...

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Monday, March 16, 2026

You want strong investment performance. And you should. The money you’ve worked hard to save and invest should have every chance to grow. While you want your money to grow, though, few people would say their life’s goal is to build the...

Thursday, March 12, 2026

There are three basic ways to cover the cost of long-term care: paying for it yourself, purchasing insurance, or relying on Medicaid. What's your plan?

Monday, March 2, 2026

After a presentation John Berry gave last week, a man who knew we worked together came up and asked a question:"How do I deal with the competing priorities of needing to save for a down payment and getting started with my retirement...

Thursday, February 19, 2026

As the cost of living has risen over the last several years, our office is seeing more financial plans look shaky with “just” a $1 million nest egg. Here we review an example and discuss limitations.

Thursday, February 19, 2026

For clients who wake up in their 40s or 50s wishing they’d considered retirement planning sooner, there is usually one big thing you can do today that meaningfully improves your situation moving forward.

Wednesday, February 18, 2026

What can you do if you are between 55 and 60 to get ready for retirement? Supercharge savings, get serious about health care and insurance, and firm up a retirement income blueprint.

Wednesday, February 18, 2026

Social Security plays a big part in our financial planning practice as a steady, inflation-adjusted income for most seniors. Today’s realities, though, are that people live longer, and government benefits remain modest.

Wednesday, February 18, 2026

Not that long ago, most people were farmers. We have no idea what will happen next year in the world or in the markets, but we can be certain it will not be the same as this year.

Tuesday, February 10, 2026

If you are between 45 and 50, your financial “teen years” are behind you, and retirement is starting to feel real. The choices you make over the next decade will determine whether retirement feels like freedom or frustration.

Tuesday, February 10, 2026

If you’re between 50 and 55, you’re officially in the halftime show of your financial life. Lace up, lock in, and make these next years count.

Tuesday, February 10, 2026

Keep in mind that a financially stable parent in retirement is a gift to their children. Prioritize retirement if you have to. Your children will probably be okay.