Insights, Advice & a Whole Lot More
Is There a Role for AI in Financial Services?
It’s hard to ignore. Wherever we turn, AI (Artificial Intelligence) is in our faces whether it is taking headlines in the news, using algorithms to make recommendations based off shopping or search history, correcting grammar in digital communications, tracking our sleep and/or f
Sarah IrvingJun 16, 2026
Designing Your Next Chapter: The Next 8,000 Days
This weekend, my middle son Ethan graduates from high school. Like most parents, I’m not entirely sure how we got here so quickly. It feels like just yesterday he was jumping in piles of leaves, playing around with his brother, or fishing, boating, catching insects…generally doin
Sarah YakelJun 3, 2026
Custodial Roth IRA for Kids: Why a Summer Job Could Fund a Lifetime of Growth
School’s Out (a great Alice Cooper song) I hear that song in my head every time our kids’ schools end for the summer. I have to admit it’s mainly from watching the movie Dazed and Confused vs. being a huge fan of Alice Cooper. Note that this movie is from 1993, and I am not […]
Nathan GilbertJun 1, 2026
Your Financial Admin Night: 6 Tasks Worth Finally Getting Done
“I’ll do it later.” How many times have you said that? How many times have you heard your spouse, friends, children, parents, etc., say that? According to a 2018 study by Joseph R. Ferrari and Thomas P. Tibbett, 20% of the US population consider themselves “chronic procrastinator
Kira TopekaMay 27, 2026
Retirement in America: From Family Farms to 401(k)s
As the United States approaches its 250th birthday, the evolution of retirement tells a powerful story about how Americans have worked, saved, and planned for the future across generations. From family farms in colonial America to today’s 401(k)-driven retirement system, retireme
Dan FortunatoMay 18, 2026
How Working With a Financial Advisor Informed Our Journey
I saw a quote the other day from Donald Miller that went something like this: “Your customer doesn’t care about your awards or how long you’ve been in business. They care about whether you understand their problem and can help solve it.” This got me thinking about my own customer
Liz Witt-LeeMay 12, 2026
Timing the Market: Sell in May and Go Away?
There are lots of different ways to say, ‘I think I can time the market.’ Here are a few examples: I will get back in when things feel better I am waiting for a big downturn before I invest It feels like the market’s due for a pullback This rally doesn’t feel sustainable Once rat
Nathan GilbertMay 5, 2026
IPO Fever
Every few years, IPOs have a way of making even the most disciplined investors feel a little like they’re standing outside an exclusive event, wondering if they should try to get in on the action. This is a recurring subject that pops its head up every few years. I actually wrote
Sarah IrvingApr 21, 2026
Money Conversations Every Couple Should Have
Money is one of the more common sources of stress in a marriage, yet it is often the least discussed topic early on. Conversations about goals, debts, and financial boundaries are not always easy or pleasant, but they are necessary. For couples in their peak earning years or appr
Kira TopekaApr 14, 2026
What are Trump Accounts? A Simple, Parent-Friendly Breakdown
If you’ve been hearing about “Trump accounts” lately and wondering what they actually are, you’re not alone. Officially called Section 530A accounts, these new investment accounts are set to roll out July 4, 2026, and they’re designed to help kids build wealth from an early age.
Dan FortunatoApr 6, 2026
The Fraud Risks Quietly Threatening Your Financial Security
Over the weekend, I attended a Leadership training session about Artificial Intelligence (AI). It was a fascinating conversation all the way around about what AI actually is (spoiler alert: computers are dumb – they need precise information – and AI is built on predictive analyti
Liz Witt-LeeApr 1, 2026
The Practical Guide to Living Trusts and Estate Planning
When reviewing clients’ financial plans, we often discuss estate planning and the benefits that can come from getting things in order ahead of time (aka before dying). Often, the conversation starts with trying to avoid taxes, but for most of us (with less than $15 million or $30
Nathan GilbertMar 24, 2026