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Blog

Tuesday, April 21, 2026

Standard homeowners and auto policies often cap liability at levels that may not reflect accumulated wealth. Understanding how liability insurance fits into a comprehensive financial plan can help protect savings and personal assets.

Tuesday, March 17, 2026

Struggling to log in to your Social Security or Medicare account? A new federal login system may be to blame. Learn what changed, why it matters, and how to stay connected to the benefits you rely on.

Monday, March 2, 2026

Most people set their insurance and forget it—but your life, risks, and financial responsibilities aren’t standing still. This guide walks you through a full insurance review to help ensure your coverage still aligns with the life you're li

Monday, February 2, 2026

A paper plan only gets you so far. Running a two-month retirement trial lets you experience your budget in real life, helping you refine your strategy and make adjustments now, before you’re relying on that plan to support your full-time re

Tuesday, January 13, 2026

Think your retirement savings are all accounted for? Maybe not. An estimated 31.9 million 401(k) accounts have been forgotten, often costing savers more than they expect. Find out how to recover lost accounts and prevent future losses.

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Monday, December 15, 2025

What do SMART ASS goals have that SMART goals don’t? Staying power. This article breaks down how mindset, environment, and support systems can help your financial goals last longer than just a few weeks into the New Year.

Monday, November 10, 2025

When winter routines slip, so can your energy, focus, and well-being. Learn how to combat seasonal sluggishness with simple habits that support your health and mindset—without needing a complete lifestyle overhaul.

Thursday, October 16, 2025

Just like football, your financial life depends on having the right players in the right positions—and a skilled coordinator calling the shots. Learn how a well-aligned financial team can help you stay protected and keep making progress tow

Monday, September 15, 2025

Financial planning isn’t about star players—it’s about the right playbook. This article explores how strategy and tactics work together to keep your financial life on track, and why your advisor plays the role of coordinator, not quarterbac

Monday, August 11, 2025

The OBBBA is reshaping tax planning for individuals and families, with updated deductions, phaseouts, and new tools to consider. This article explores the practical planning opportunities and their potential implications for your financial

Thursday, July 10, 2025

A Disney movie might not seem like the place to uncover financial lessons, but Lilo & Stitch reveals a powerful one. Rob unpacks how the story of Lilo and Nani demonstrates the real-world impact of having—or not having—life insurance.

Sunday, June 1, 2025

You set up your 401(k), but is it actually working for you? Many people ignore their retirement accounts for years. Don’t let that be you! See the simple steps to keep your 401(k) on track.

Monday, May 19, 2025

Two retirees with the same savings and the same average return can have drastically different outcomes. That’s the risk of market timing early in retirement. This article outlines the real impact of sequence of return risk and shows how the

Monday, April 28, 2025

Retirement planning isn’t just about saving—it’s about knowing how to use what you’ve saved. This article introduces the bucket strategy, a way to organize retirement funds to support income, growth, and giving. It’s a tool that brings orde

Wednesday, March 5, 2025

Social Security plays a vital role in retirement, and your statement is the roadmap. Use it to plan smarter, verify earnings, and protect your financial future.

Friday, February 14, 2025

The best time to create an estate plan is before you need one. Whether your situation is simple or complex, taking action now can help ensure your wishes are honored and minimize stress for your loved ones later.

Monday, February 3, 2025

Ready to turn your financial stresses into a joint success story? Schedule a money date to navigate your finances as a team. Check out our guide on setting the right tone for a fruitful financial future together.

Wednesday, January 8, 2025

This year, ditch the overwhelm and budget with confidence. Get inspired by actionable strategies to simplify your finances and focus on the big picture.

Friday, October 13, 2023

Looking at how my core value of faith impacts my financial plan.

Tuesday, September 5, 2023

How can we use behavioral financial advice to understand our clients' values and why is that important?

Thursday, April 13, 2023

Since April is Financial Literacy Month, I thought I'd share some useful books, podcasts, newsletters, and blogs I use to stay on top of the news.

Thursday, February 23, 2023

I got married 11 months ago today.  Honestly, I can't believe it's been almost a year.  As I reflected on the wedding with my wife, we talked about the leadup to the wedding and all of the planning that went in.  The...

Wednesday, January 11, 2023

Ramsey Solutions did a great study about money & marriage. Here are my top 5 takeaways

Monday, January 2, 2023

January has a few themes for the month. It is Financial Wellness Month, Balanced Life Month, and Hobby Month. These themes work together really work well together. Let's figure out how.

Tuesday, December 27, 2022

LPL Just published their market outlook for 2023.  There was some interesting items in there. We look at a good number of these outlooks from various financial firms this time of year to let us know what the experts are thinking...

Friday, December 9, 2022

Contribution limits are changing for 2023.  

Thursday, December 1, 2022

The housing market has gone from white hot to stone cold in the span of 10 months. Why has that happened? What do we see moving forward? What are the financial planning opportunities that lie ahead?

Monday, October 24, 2022

Football is a game where if one thing isn't going in the right direction, the whole team suffers. How is that similar to your financial plan?