News and Commentary

Founding Members

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We have dedicated this page to our dear friend and former colleague, Joe Watson.

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We have dedicated this page in memory of our dear friend and colleague, Gary Rooth.

Frequently Asked Questions

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We have listed just a few of our most commonly asked questions. If you have a question that is not found here or have a question on the answers included, please don't hesitate to contact us directly. Absolutely all questions are welcome!

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

June 01, 2026

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Plan for 100: Income Planning for a Longer Life

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

May 04, 2026

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529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026

In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.

April 01, 2026

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Understanding Trump Accounts: The New Way to Save for Kids

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.