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Federal Interest Rate Drops and Roth Conversions - October 11, 2025
Big news out of Washington: The Federal Reserve has cut interest rates from 4.25% to 4%-- the first cut in nearly a year. It wasn’t the big drop some…
7 months, 1 week ago
Behavioral Finance and You - October 4, 2025
You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been…
7 months, 2 weeks ago
Tax Savvy Strategies - September 27, 2025
Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: …
7 months, 3 weeks ago
Optimizing Social Security - September 20, 2025
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the sys…
8 months ago
Active vs. Passive - September 13, 2025
In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car th…
8 months, 1 week ago
Protected Income - September 6, 2025
We all know it’s important to save for retirement. But how do we preserve what we’ve saved? This is a big deal to most of us, with more than 90 perce…
8 months, 2 weeks ago
Retirement Checklist - August 30, 2025
According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social S…
8 months, 3 weeks ago
The Client Experience - August 23, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
8 months, 4 weeks ago
Creating a Lasting Legacy - August 16, 2025
It’s easy to make assumptions about what goes into a legacy plan, but Patrick will help make it clear for you as we dive into the basics of creating …
9 months ago
Reasons to Fire Your Advisor - August 9, 2025
A good financial professional helps you reach your retirement goals. A poor one, however, can hold you back. You might say the wrong financial advice…
9 months, 1 week ago