facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Bridging the Gap

Between industry news and personal experience.

How to Talk to Aging Parents About Their Finances | June is Alzheimer's & Brain Awareness Month Thumbnail

How to Talk to Aging Parents About Their Finances | June is Alzheimer's & Brain Awareness Month

As our parents grow older, we often assume new responsibilities. One of the most delicate and difficult topics to address is their financial situation. Although it may feel awkward, having this discussion is essential for safeguarding their well-being and making sound choices. Keep reading to gain a better understanding of why this conversation matters and discover strategies for approaching it with compassion and dignity.

Read More
National 529 Day | Savings Tips From Our Advisors  Thumbnail

National 529 Day | Savings Tips From Our Advisors

In honor of National 529 day on May 29th, take some time to explore what education savings plan may be best for you. While 529 plans are among the most popular, there are other programs worth considering. Let’s break down the main options to help you decide which best fits your needs.

Read More
Are You Maximizing Your Savings Potential? | America Saves Week 2025 Thumbnail

Are You Maximizing Your Savings Potential? | America Saves Week 2025

America Saves Week is a week dedicated to empowering individuals to assess and improve their financial well-being. Each day has a different theme intended to help individuals save successfully. Check out these five tips from each day of America Saves Week to help integrate saving money into your everyday routine:

Read More
Women and Retirement | Women's History Month Thumbnail

Women and Retirement | Women's History Month

March is Women’s History month, and it is a wonderful time to reflect on the unique factors that shape retirement planning for women. Women tend to face different financial challenges compared to men, making it essential to take a proactive approach to securing their financial future.

Read More
5 Key Tax Strategies for Hospital Healthcare Workers with a 403(b) and 457 Plan | By Louie Perraut, CFP®  Thumbnail

5 Key Tax Strategies for Hospital Healthcare Workers with a 403(b) and 457 Plan | By Louie Perraut, CFP®

Navigating taxes as a hospital healthcare worker can feel like a complex puzzle, especially when you have access to powerful retirement savings tools like 403(b) and 457 plans. Let's explore five key strategies that can help you minimize your tax liability while maximizing your retirement savings. Whether you're just starting your career or you're a seasoned professional, these tips can make a big difference in your financial future.

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.