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Shawna Goodly, AIF®
Congratulations, Shawna!
New Employee: Noah McMichael
Welcome, Noah!
New Employee: Robyn Valliant
Welcome, Robyn!
Five Habits of 401(k) Millionaires
Although a million dollars may seem like a daunting figure, especially if you haven't been diligent about saving, there's good news: You don't have to...
Set the Tone for Success with Solid Onboarding
Emphasize company culture starting on--or even before--day 1.
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions.
Maintaining Income After Retirement
How your retirement savings can continue working for you.
Setting 2023 Goals For Your Business
Setting 2023 goals for your business? Consider these ideas.
Financial Resolutions for 2023
Start the new year right by reviewing and revamping your financial plan.
5 Tips to Avoid Getting Scammed at Tax Time
Tax season is a prime chance for fraudsters to make their move. Learn how to recognize some key strategies to watch out for
Life Insurance, Loans and Liquidity for Your Heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Did you Know 529s are Powerful Estate Planning Tools?
Most of us associate 529 accounts as college savings vehicles. They're flexible, allowing you to transfer assets to anyone, including yourself, for th...
The Wealth Transfer: Financial Literacy & Family Values
The two go hand in hand to best prepare your heirs. Build a foundation for financial values long before any money changes hands.
Does Your Estate Plan Account for Your Digital Assets?
Online services, important documents and family mementos can carry great value.
7 Ways to Boost Your Savings
Discover smart decisions to grow your savings.
Protecting Your Information in Apps on Your Phone or Device
Learn how to protect your personal information when you are using free services.
Tips for Creating an Inheritance that Lasts Generations
Preparing your heirs for sudden wealth can help prevent unwise spending.
The Benefits of Investing with Intention
Align your values with specialized investment and philanthropic vehicles.
How you can Protect Your Personal Information
Determine whether you want to use a free app, software or social media in exchange for your personal information. Here are some actions you can follow...
Financial Planning for an Expanding Family With Erin Sibley
Welcoming a baby to your family is an incredible part of your life that comes with a lot of opportunities for planning.
Correcting Your Retirement Course
Plan B can turn into something beautiful.
Sorting Through Complicated Compensation Plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Raising Smart Spenders and Savers
Key financial lessons to teach your children as they grow.
Your Business Deserves an “Estate Plan”
Drafting a succession plan now can help your business stand the test of time.
The Importance of Discussing Inheritance With Your Heirs
As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with pr...
Spending Retirement Savings with Craig Kliebert
Research shows that retirees with more than $500,000 in savings spend down less than 12% of their savings over 20 years.
How a Dollar Can Add Up to More When It Comes to Taxes
Not only can an extra dollar of income push you into the next highest tax bracket but that dollar can mean you’re paying more taxes in other ways.
Spring Cleaning? Documents You Should Keep After Tax Season
Keeping track of your important documents throughout tax season can help you stay organized in the long run.
How Rising Interest Rates Impact Investments
Considerations when investing in a rising-interest-rate environment.
Annual Financial Plan Review with Jason Windham
Managing your financial plan is a time-consuming process but it is worth doing.
Financial Resolutions for 2022
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Giving Back During the Holidays
The holiday season is a popular time to reflect on the past year and donate to causes you care about.
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compe...
The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health care expenses.
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021.
Life-Changing Events Change Your Taxes, Too
Review how six major life events can impact your federal return.
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Loved Ones, Legacies and Life Insurance
You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life ...
When Should You Ignore Conventional Retirement Advice?
It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and...
What Savvy Investors Know About Social Security
Explore some of the ways that in-the-know retirees make the most of their benefits.
Preparing Teens For Financial Adulthood
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first tim...
Achieving A Better Life Experience
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
