Specializing in Wealth Management, Estate, & Business Planning for Multigenerational Families
Carrie Hall and Chad Tucker are agents and are collectively licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Ins. Lic# 0B31329-Carrie Hall, Lic# 0H76080-Chad Tucker), CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, NJ, NM, NV, NY, OK, OR, TX, WA, and WI. No
09/09/2026
Succession planning isn’t an event — it’s a strategy. Here’s a beginner’s guide to help small business owners start planning how leadership will transition and protect their legacy.
A Beginner's Guide to Business Succession Planning for Small- and Mid-Size Business Owners Business succession planning develops your next round of company leaders. Are you prepared? Here's what to know about creating an effective plan.
09/07/2026
09/02/2026
This year, more Americans are planning with purpose—focusing on goals, risk tolerance, and long-term success. Understanding intentional planning can help you stay on track. Read the article to learn more.
2026 Financial Planning: Americans Plan With Purpose 2026 financial planning is a top priority as Americans set intentional goals to save more, reduce debt, and prepare for inflation.
: "There are far, far better things ahead than any we leave behind.” - C.S. Lewis
08/26/2026
Check out these 10 essential time-management tips that help you work smarter and take control of your day.
10 Time Management Skills Every Person Should Cultivate To be successful, everyone needs to continue to add to their skillsets. Each entrepreneur, startup, and small business will have its set of “how-tos” that are vital.
: "I skate to where the puck is going to be, not where it has been." - Wayne Gretzky
08/19/2026
More states are requiring businesses without retirement plans to offer automatic IRA programs for employees. Check out the article to learn how these mandates are expanding.
Where businesses must offer employees a retirement plan | CNN Business Tens of millions of US employees working in the private sector don’t have access to a retirement savings plan like a 401(k) at work.
: “Do not wait; the time will never be 'just right'. Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along.” ~ Napoleon Hill
08/12/2026
Retirement planning is evolving in 2026, with changes that could affect savings, taxes, and benefits. Staying informed matters. Read the article to learn what’s changing and why.
9 Ways Retirement Will Be Different in 2026 See what changes are in store for Social Security, Medicare, the taxes you owe and the way you save
: “Failure defeats losers, failure inspires winners.” - Robert T. Kiyosaki
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