News and Commentary
Articles for Business Owners
Business Owner Retirement Plan Checklist
Is your company retirement plan doing its job? As a business owner or entrepreneur, you may not always know where to begin to answer that question.To help you answer, we created a handy little checklist: 8 questions we believe business owners should be able to answer about their retirement plan.Still unsure? Click the "Contact Us" and fill out the requested information. We will be happy to schedule a call!
Retirement Plans for Small Businesses
If you own a small business and you haven't set up a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save on taxes while saving for the future.
Benefit Plans for Small Businesses
If you own a small business, you may be finding it increasingly necessary to implement a benefit program to attract and retain employees. For small businesses, benefit plans generally consist of some of the major insurance benefits, discussed here, as well as employer-sponsored retirement plans.
Resources for Professionals
Medical Professionals: A Prescription for Your Financial Health
The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day. You must continually educate yourself about new research in your chosen specialty, stay current on the latest technology that is transforming health care, and pay attention to business considerations, including ever-changing state and federal insurance regulations.
Changing Jobs? Know Your 401(k) Options
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.
Financial Survival After a Job Loss
You may have lost your job already, or it's something you're concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 29, 2026
Gen Z and the New Rules of Building Wealth: Why Investing in Your 20s Matters
Financial advisors love to talk about retirement, and for a large part of the population that is likely one of their biggest financial concerns for the future. However, it's not all that relatable for the younger generations. Things like rent, food, travel, and student loans tend to be a little more urgent.
If you're in your 20s - or if you have kids or employees who are - this article is a great place to start.
September 22, 2026
Preparing Your Children for Inheritance
Researchers estimate that up to $124 Trillion will be passed down over the next 20 years (Source: Cerulli Associates, The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024). If you plan to pass assets to your kids, grandkids, or other loved ones, it's important that they are prepared to manage it.
At the same time, it's equally as important that you have the conversation gradually, carefully, and in a way that you're comfortable with. Here are some thoughts on how to begin the conversation.
September 08, 2026
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
As Medicare costs and coverage evolve in 2026, it’s worth considering how those changes may fit into your broader retirement plan. If you have Medicare, our latest article highlights five updates that may factor into your planning decisions.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
