Navalign Wealth Partners

10/01/2026

What happens to your finances if an illness or injury keeps you from working for an extended period? Social Security Disability Insurance (SSDI) may provide benefits to eligible workers, but qualifying requirements and waiting periods are important parts of the picture.

Learn how Social Security Disability Insurance (SSDI) works, who qualifies, and how to apply for financial support.

09/29/2026

Ever wonder why savings can grow over time while unpaid debt can become increasingly expensive? Compounding plays a role in both, making it an important concept when managing your money.

Discover how compound interest works and why understanding it can help you manage borrowing costs and grow your savings over time.

09/27/2026

Most homeowners know they need insurance, but knowing exactly what a policy covers can be another story. Coverage limits, deductibles, conditions, and exclusions can all affect how your policy may respond to a covered loss.

Learn about homeowners insurance coverage, options for fire and earthquake protection, and tips for customizing your policy.

09/25/2026

When someone you care about needs financial help, deciding how to provide it isn't always straightforward. Lending money, co-signing, and gifting can each have different financial and personal considerations worth weighing before you decide.

Thinking about whether to lend family money? Learn the potential benefits, risks, and key questions to consider before saying yes.

09/24/2026

Passing a family business to the next generation isn't always as simple as deciding who will take over. From ownership and estate planning to liquidity and family dynamics, there are several factors worth considering well before a transition takes place.

Learn about key estate planning strategies for family businesses. Protect your legacy with smart planning.

09/16/2026

You may have heard that the yield curve is steepening, flattening, or even inverting, but what does that actually mean? The shape of the yield curve can provide useful context about interest rates and the bond market, although it's only one piece of the broader economic picture.

What is a yield curve, and why does it matter? Here's what you need to know and how it applies to your investments.

09/09/2026

Retirement planning for business owners can extend beyond a traditional 401(k). Depending on the business and plan design, Cash Balance and Defined Benefit plans may provide opportunities for higher contributions and tax-deferred retirement savings.

Learn how Cash Balance and Defined Benefit plans allow business owners to significantly increase retirement contributions and reduce taxes.

09/07/2026

As we recognize Labor Day, we hope you enjoy a restful holiday and time well spent with family and friends.

09/06/2026

When you’re working toward several financial goals at once, deciding where each dollar should go isn’t always straightforward. Prioritizing your goals based on factors like timing, urgency, and flexibility can help you determine how to allocate your available resources.

Figuring out how to balance your financial goals can be a bit of a challenge. Use these steps to help you achieve all of your goals.

09/04/2026

Cash can serve several important purposes, from covering emergencies to funding upcoming expenses. But when money intended for long-term goals stays in cash for extended periods, it's worth considering the potential tradeoffs.

Learn how an excess cash strategy can help you avoid cash drag and align your money with your long-term financial goals.