November 2024 Blog Newsletter
November Captain’s Log Three Things Changing in 2025 for Retirement Savings, and Year-End 2024 Reminders Super-sized 401(k) Catch-Up Contributions for Ages 60 to 63 Introduced in 2001 under President George…
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5 Ways to Maximize Your Holiday Donations
With Thanksgiving and Christmas right around the corner, the season of giving is here! It’s a special time to give back to your community in meaningful ways. With a little…
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October 2024 Blog Newsletter
October Captain’s Log November 5th is Only a Few Weeks Away As the Presidential Election approaches, it’s no surprise that it’s top of mind for our clients and dominating the…
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Ready for Open Enrollment? What You Need to Know
As fall approaches, so does open enrollment season—a critical time for employees to review and make important decisions and updates about their benefits. Most companies start open enrollment on November…
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September 2024 Blog Newsletter
September Captain’s Log The Four Main Areas Clients Value from Advisors Morningstar recently released a report examining how clients value different capabilities of advisers, drawing insights from four separate studies.…
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As Kids Head Back to College: 2024 Changes to College Savings Options
As most parents of college-bound children just sent their students off for the year ahead, it’s essential to revisit your college savings strategy for your children, particularly with some new…
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August 2024 Blog Newsletter
August Captain’s Log Make Sure to Enjoy the Road to Financial Independence I have been blessed to have thousands of different conversations with my clients about the purpose of their…
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End of Summer is a Great Time for a Financial Check-up: Here are the Top 5 Things Retirees Should Review Mid-Year
As summer winds down, it’s the perfect opportunity for retirees to take a step back and revisit their financial goals. Conducting a mid-year financial check-up can allow you to make…
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July 2024 Blog Newsletter
July Captain’s Log Gratitude! As we near the end of July, I can’t help but marvel at how quickly time passes and how much we’ve accomplished. On behalf of all…
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Celebrate Independence Day by Reaching Your Financial Independence
Independence Day isn’t just about fireworks and barbecues; it’s a celebration of freedom. What better way to honor this day than by taking steps toward your own financial independence? At…
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June 2024 Blog Newsletter
June Captain’s Log Wealth Management in an Election Year One of my favorite holidays of the year, second only to Christmas, is July 4th! It’s a time to remember all…
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The SECURE 2.0 Act: Everything You Need to Know and How It Impacts You
Did you know more than 4 out of 10 Americans aren’t saving for retirement, and more than half of Americans feel like they aren’t meeting their retirement goals? The world…
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