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 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, CFP® 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 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 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, CFP® 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,...
by Andrew Rabon, CPFA® on December 12, 2025.
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis
by Caroline Allen on December 5, 2025.
Of course, Christmas isn’t about presents or excess. It’s a time to show love, gratitude, and appreciation—for our families and for the blessings God has given us.
by Andrew Rabon, CPFA® on November 26, 2025.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
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...