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05/25/2026
Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt
05/17/2026
Don’t set and forget your retirement plan! It’s not static. So how often should you review your plan? Here are some reasons on why regularly checking in on your retirement plan can help you work toward financial independence.
Retirement Planning Guide: Investments, Health & When to Start Retirement planning is about setting goals for your retirement income and creating an investment and savings strategy to reach those goals.
05/10/2026
Estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust! Need an estate attorney but not sure where to start? Give this article a read, then reach out to us!
05/06/2026
Stocks and bonds are often the basis of every portfolio. Lately, there's been more attention paid to alternatives like gold, real estate, or even fine art. Learn about the pros and cons of alternatives here.
Understanding the Pros and Cons of Alternative Investments Discover the benefits and risks of alternative investments, from private equity to cryptocurrency, and learn how they can diversify your portfolio.
05/05/2026
What is your risk tolerance? Risk tolerance tells us how much risk - normally defined as volatility - you can stomach in your portfolio. Learn more about risk tolerance here.
https://money.usnews.com/investing/investing-101/articles/how-to-understand-your-true-investing-risk-tolerance
05/04/2026
Do you know how much income your retirement account can provide? Use this calculator to see what you could potentially withdraw, based on your account balance.
https://www.bankrate.com/retirement/retirement-plan-calculator/
05/03/2026
Wondering if a tax professional should be part of the team that helps you achieve financial independence? Here are a few ways they can help and reason you may want to have one on your team!
Three Reasons To Seek A Tax Professional And How The number one reason you want to hire a tax professional is that the tax professional comes with professional knowledge.
05/02/2026
Annuities are one tool to create a predictable income stream in retirement. However, they're not always suitable for every situation. Learn some of the pros and cons of annuity to see if they may be right for you.
Annuities: Key Benefits and Drawbacks Explained Annuities offer guaranteed income for life, but they come with fees, expenses, and risks. Understand what they are so you can make informed investment decisions.
05/01/2026
04/30/2026
Cutting back on unnecessary expenses can save you big bucks in the long run! Instead of splurging on things you don't need, try finding ways to spend less. Your retirement account (and future self) will thank you!
How to Save Money: 28 Ways - NerdWallet Ways to save money: 1. Automate transfers to savings. 2. Use a high-yield savings account. 3. Pay off high-interest debt first. 4. Cancel unnecessary subscriptions. 5. Get discounts on entertainment.