by Andrew Rabon, CPFA® on October 9, 2026.
Yes, it is only October. And yes, this might feel like a way too early reminder. But the end of the year has a habit of sneaking up fast, and once the holidays hit, money matters are easy to push off until January. However, a few minutes of planning now can set you up for a stronger new year.
by Andrew Rabon, CPFA® on June 19, 2026.
The reality is that successful investing and comprehensive financial planning are not always the same skill set.
by Andrew Rabon, CPFA® on June 5, 2026.
Many business owners become so focused on growing the company that they rarely step back and look at their personal financial picture.
by Andrew Rabon, CPFA® on May 22, 2026.
Financial planning and financial advice happen at the intersection of “Your Life” and “Your Money.” The challenge is that many people make financial decisions in isolation rather than viewing them as connected parts of a larger picture.
by Andrew Rabon, CPFA® 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, CPFA® 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, CFP® 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, CPFA® on November 20, 2025.
You’ve probably been on a road trip with a gaggle of kids before and heard the question, “Are we there yet?” Whether they were your own children, nieces and nephews, or maybe it was you asking when you were a kid, it’s a familiar concept. When you’re on a road trip, the question banging around...
by Dave Conley, CFP® on August 25, 2023.
What is in a simple Estate Plan? If you’re like most people, with a few kids and a house, you only need a will. You can use an online service like www.freewill.com or www.mamabearlegalforms.com. The most common option is to meet with a local lawyer to help you discuss and setup the three documents needed...
by Dave Conley, CFP® on August 11, 2023.
Estate planning is just a fancy legal-ish word for what you want to happen to your money and stuff when you die or become disabled.