by Andrew Rabon on May 8, 2026.
Many people treat financial planning like a one-time task. They open retirement accounts, invest money, maybe create a simple estate plan, and assume they are set for life. But life does not stay the same for very long.
by Andrew Rabon on April 10, 2026.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
by Dave Conley on March 27, 2026.
Warren Buffett... one of the greatest investors ever, but the real treasure he leaves behind isn’t just the wealth he built—it’s the wisdom he lived by. These lessons are the kind of things we all know deep down but forget in the rush of everyday life.
by Andrew Rabon on March 13, 2026.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
by Dave Conley on February 16, 2026.
Comparing finances to others can distract families from their true goals. Values-based financial planning helps create clarity, confidence, and long-term financial peace.
by Andrew Rabon on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
by Dave Conley on January 16, 2026.
One of the biggest questions families ask is simple but important: What’s the best way to pass assets to loved ones after we’re gone? Two common tools are Transfer-on-Death (TOD) designations and trusts. Both can work well—but they do very different jobs. Transfer-on-Death (TOD): Simple and Direct A Transfer-on-Death designation lets you name who receives...
by Andrew Rabon on January 2, 2026.
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
by Denise Adams on December 24, 2025.
Christmas has a way of softening time. It invites us to remember where we came from and who helped shape us.
by Dave Conley on December 19, 2025.
In my 50 years of life, the Christmas season has changed — not only for me personally, but in society as a whole. What was once a tradition-focused, family- and community-oriented season has slowly shifted into something more secular and convenience-driven. Here are my memories of Christmas over the past five decades — the trends,...