by Andrew Rabon, CPFA® on September 25, 2026.
Many people put off investing because they are afraid of buying at the wrong time. They worry the market will drop the moment they get in. So they wait. And while they wait, their money sits in cash doing very little. But what if you invested at the worst possible time, every single year?
by Andrew Rabon, CPFA® on August 28, 2026.
Renting isn't "wasting money," and buying isn't automatically the smarter move. The best choice depends on your goals, your timeline, and your financial readiness, not a one-size-fits-all rule.
by Andrew Rabon, CPFA® on August 14, 2026.
Many Americans (especially young Americans) today are struggling with overspending... With the average credit card debt for Americans hanging around $6700 per borrower...
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 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 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 Andrew Rabon, CPFA® on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
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...