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A group of people on a couch ranging in age from children to grandparents showing the various age ranges to account for in planning for financial milestones. Financial Planning

3 Critical Age Ranges For Financial Milestones (And What To Focus On During Each One)

From the day you are born to the day you die, there are a huge variety of milestones you get to look forward to.  In ...
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Two happy-looking professionals meeting to discuss their goals with the aid of a digital financial advisor meeting checklist. Financial Planning

Financial Advisor Meeting Checklist: Optimize Your Time with 16 Core Documents

Meeting with a Certified Financial Planner (CFP®), especially for the first time, can be daunting. Previously, we posted an article breaking down pivotal questions to ...
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Cover Image for article describing how to improve financial wellness featuring woman posing with arms flexed in front of a lap top and calculator. Financial Planning

How To Improve Financial Wellness: 10 Timely Tips

Welcome back to our series on annual financial reviews.  Financial wellness looks at your financial security and freedom of choice, both in the present and ...
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Financial planning for families, as represented by a father, mother and daughter looking at a tablet, with a calculator and other financial budget items displayed on the table they are sitting at. Financial Planning

Financial Planning For Families: 4 Strategic Areas to Focus On

In the previous article, we offered 7 key reasons to schedule an annual review with your certified financial planner (CFP®). Throughout the rest of the ...
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Two gentlemen sitting down at a table, looking at charts as they go through an annual financial review. Financial Planning

7 Quality Questions to Ask Your Financial Advisor During Annual Review Meetings 

An annual financial review is an opportunity to assess each contributing factor to your current financial situation and your future financial goals. While you can ...
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Male model in suit with arms crossed, looking competent and assured, to represent a client looking for dedicated financial planning for attorneys like himself Financial Planning

Financial Planning for Attorneys: 4 Powerful Steps to Find Your Flow

As an attorney, your professional life probably demands meticulous attention to detail, disciplined routines, and intense focus as you work hard for your clients and ...
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Florist looking at her laptop and wondering what the best retirement plans for self employed individuals might be Retirement Planning

4 Effective Retirement Plans for Self-Employed Individuals

If you have chosen to be self-employed, you have already committed to a unique pathway, given that only 10% of the US workforce falls into ...
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Happy, retired couple, driving off into the sunset because they are enjoying ESOP tax benefits after selling their business Retirement Planning

5 Effective ESOP Tax Benefits for Small Business Owners

Many small business owners approach succession planning and retirement planning hungry for the fastest, simplest, and most immediately lucrative solution possible — a quick sale, ...
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Caucasian parents sitting down with their son discussing finances as they model how to set your child up for financial success Financial Planning

How To Set Your Child Up for Financial Success in 2025

Having a child is life-changing for most first-time parents. All of a sudden, your emotional, physical, and financial efforts shift from your needs as individuals ...
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Older couple looking worried while going through their finances, trying to find any overly risky assets. Investment Services

Risky Assets Exposed: 4 Historic Examples

The term “risky asset” usually refers to an investment that carries a significant chance of losing value. But here’s the truth: anything can be a ...
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Financial planner sitting down with an elderly couple and explaining the idea of retirement wealth management. Retirement Planning

Optimize Your Retirement Wealth Management Approach in 2025

Retirement wealth management is a phrase that’s becoming increasingly prominent in certain financial circles — particularly as more and more Americans enter retirement age. But ...
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Couple shaking hands with their advisor in a retirement plan consulting meeting Retirement Planning

RICP® Retirement Plan Consulting: 4 Certified Advantages

When it comes to retirement plan consulting, we believe that experience and specialization matter. It’s likely that your retirement years will be unlike any other ...
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Taxes have consequences, unless you're a king or an expert in tax avoidance (hence the king in this photo) Financial Planning

Taxes Have Consequences… Unless You’re Ultra Rich? [2025 Tax Day Thoughts]

Is it really true that taxes have consequences? The phrase has the kind of ring you might associate with an unquestionable Newtonian law of physics ...
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Friendly and smiling client advisor gesturing to clients as he talks through their financial plan Financial Planning

How to Find an Effective Client Advisor: 3 Green Flags

When it comes to financial planning, investing, and wealth management, finding the right client advisor can be one of the most important decisions you make. ...
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Elderly couple walking on the seashore as the cover for an article about the 5 factors to consider when planning for retirement. Retirement Planning

5 Factors to Consider When Planning for Retirement

In modern America, retirement planning can feel like one of life’s biggest financial milestones: a cultural rite of passage everyone in their 40s, 50s and ...
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Elderly couple looking at a piece of paper and calculator as they discuss the ideas from the book, 'Retirement Planning for Dummies.' Retirement Planning

Retirement Planning for Dummies: 3 Critical Principles

What’s the point of knowing how to do something if you have no idea why you’re doing it?  This question is the heart behind our ...
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Couple working hard on their year-end tax planning together Financial Planning

Year-End Tax Planning for Small Business Owners: 4 Ideal Strategies to Consider

With 2024 over and tax season upon us once more, business owners like you have an opportunity to assess your financial health and implement last-minute ...
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Young female nurse on an iPad with an elderly woman, researching answers to the question, "Does long term care insurance pay for assisted living?" Retirement Planning

Does Long Term Care Insurance Pay for Assisted Living? [IPF Q&A]

Does long term care insurance pay for assisted living? This could be a million-dollar question… or a several-thousand-dollar question, depending on your insurance coverage, and ...
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Smart-looking, bespectacled man in a waistcoat, sitting at his desk, on his laptop, looking up the answer to, "How do you become a fiduciary?" Financial Planning

How Do You Become A Fiduciary? (Constructive Changes in 2025)

“Fiduciary” might sound like a buzzword in the financial planning world, but rest assured it’s a word that deserves its reputation — and if the ...
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Care home patient asking nurse, "Why are nursing homes so expensive?" Financial Planning

Why Are Nursing Homes So Expensive? Answers & Strategies for 2025

The cost of nursing homes has reached staggering heights in recent years, leaving families across the country struggling to afford quality care for their aging ...
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