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Increase Your 401k Contribution: The Annual Reminder You Can’t Afford to Miss
January is just around the corner, and it’s the perfect time to kickstart the new year by increasing your 401k contribution. One small change can make a significant impact... Read More
New Simplified FAFSA for 2024‒2025: What You Need to Know
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year. Because of the changes, the new... Read More
Raymond James Publicly Announces Affiliation with Summit Financial Group
Earlier this week, Raymond James issued the following press release heralding our new partnership. We are proud to be a part of a firm that aligns with our client-first... Read More
The Future of Retirement Income Planning
As we reflect on the conversations with clients in the last year, one question emerges as the most common among our retiring clients. Where am I going to generate... Read More
The Potential Pitfalls of DIY Estate Planning
Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even giant box stores exist solely to help ambitious Americans tackle all kinds of everyday challenges, from fixing... Read More
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