The Value of a Second Opinion
by Andrew Rabon on June 19, 2026.
The reality is that successful investing and comprehensive financial planning are not always the same skill set.
Category: Financial Anxiety
by Andrew Rabon on June 19, 2026.
Financial Planning Is Coordination, Not Just Investing
by Andrew Rabon 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.
Why Financial Plans Need to Adapt Over Time
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.
How to Make Financial Decisions When Your Head and Your Heart Disagree
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?
Stop Comparing and Start Planning: Building Financial Goals That Match Your Family’s Values
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.
Brrrr… It Feels Cold & Gloomy: Why Long-Term Perspective Wins
by Andrew Rabon on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
What’s the Best Way to Transfer Assets After Death?
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...
Calm Wins: Investing Lessons for 2026
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.
Retirement planning mistakes to avoid.
by Dave Conley on November 14, 2025.
If you’re getting close to retirement—or just recently entered it—here’s a simple question: Do you have a written financial plan for your retirement? Transamerica did a survey of baby boomers and found that their top two retirement fears are both financial. The good news? Those fears can often be addressed with a clear, written retirement...
Why Your Behavior With Money Matters
by Andrew Rabon on October 24, 2025.
Baseball Hall of Famer Yogi Berra once said, “Baseball is 90% mental; the other half is physical.” The same can be said about money and investing — 90% of it is behavior, and the other “half” is knowledge.