Janet Barrett, Wealth Advisor, CHFC, CDFA

10/14/2026

As a small business owner, one of the many responsibilities you juggle is managing finances. In many cases, it can be the most important—and most challenging.

You work to maintain accurate records, monitor cash flow, mitigate risk, plan for retirement, and so much more.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://bit.ly/4zoA2u8

Discover seven financial planning tips for small business owners, from cash flow and tax planning to retirement, risk management, and succession planning.

10/12/2026

What a ride the past four years have been. After it’s low in October 2022, the S&P 500 is up nearly 120% (price return). And four years later, we still think this bull may have more room to run.

But with the upcoming midterm elections, you may be wondering how the outcomes will affect the market. Our thoughts? Midterm elections usually don't matter much in that space, but markets do tend to like mixed government.

See our full assessment in the latest Market Commentary: https://bit.ly/4s5kY2b

10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://bit.ly/4akMIFJ

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.

The good news? Thoughtful planning can help you feel more confident about what comes next.

Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:

Avoid these 8 common retirement mistakes, from healthcare costs to RMDs, and help build a stronger financial plan for retirement.

10/07/2026

Now is a good time to take a closer look at your financial picture, including your tax situation.

You may still find opportunities to make strategic moves that could help reduce your tax burden today and support your long-term financial goals. https://bit.ly/4hHiget

10/05/2026

The latest economic data is giving investors a mixed picture. The labor market remains solid, which is encouraging for the economy and markets. At the same time, inflation is proving to be persistent.

What does it mean for investors? Our latest market commentary breaks down what’s happening with jobs, inflation, rate hikes, and the markets: https://bit.ly/473fyek

10/03/2026

Retirement planning isn’t only about picking a date and hoping everything lines up.

How soon you want to retire, what you’re working toward, and how confident you feel about your current plan can all tell you something about where you stand.

See what your answers say about your retirement readiness: https://bit.ly/2thmnpC

10/02/2026

A low monthly premium can look appealing when you’re comparing Medicare plans. But it’s only one piece of the decision.

The doctors you want to keep seeing, the prescriptions you take, and even where you spend your time can all affect which coverage works better for you.

Here are a few things worth looking at before you choose:

Trying to determine which Medicare plan is right for you? It can be complicated. Take a moment to learn what they cover—and what they don’t.

09/30/2026

Turning 65 comes with a lot to think about. Medicare timing is one thing that’s worth getting ahead of.

For most people, the initial enrollment window lasts seven months. But if you or your spouse are still working and covered through an employer, your timing may be different.

Here’s what to know before your enrollment window comes around: https://bit.ly/4hDAkGu

09/28/2026

Treasury yields jumped last week, but stocks didn’t seem too rattled.

The S&P 500 still moved higher, the Nasdaq reached new highs, and the economy gave investors a few reasons to stay encouraged. Consumers are still spending, layoffs remain low, and earnings have continued to hold up.

Higher interest rates are still something to watch. So far, though, they haven’t been enough to knock stocks off course.

Here’s what else stood out this week: https://bit.ly/3VhxFdY