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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, October 1, 2026

Cybersecurity: An Important Part of Your Financial Plan When you think about protecting your wealth, you may think about diversification, insurance and having an appropriate investment strategy. But there is another important part of...

 

Tuesday, September 1, 2026

The FAFSA Rules Changed—Is Your College Savings Strategy Keeping Up? One key update: distributions from a grandparent-owned 529 plan are no longer treated as student income on the FAFSA

 

Saturday, August 1, 2026

Just as a new school year begins with preparation, a successful financial year benefits from taking the time to review a few key areas:

 

Monday, July 6, 2026

One of the newest savings vehicles available to families is the Trump Account, a tax-advantaged investment account designed to help children build long-term wealth.

 

Monday, June 1, 2026

Just as businesses conduct regular reviews and families adjust their plans throughout the year, your wealth strategy should evolve as your circumstances change. A mid-year review provides an opportunity to evaluate several important areas:

 

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Wednesday, April 1, 2026

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or healthcare....

 

Monday, March 2, 2026

March is a time to celebrate the achievements, resilience, and leadership of women throughout history. Women’s History Month is not only about recognizing progress — it’s about continuing the momentum...

 

Monday, February 2, 2026

After studying more than 60 couples, money expert Heather Boneparth found that the happiest partners share five habits:

 

Tuesday, January 6, 2026

New Year Financial Planning: Start the Year With a Clear StrategyThe start of a new year is the perfect time to review your finances and create a plan for the months ahead. New Year financial planning helps you align your goals, budget...

 

Monday, December 1, 2025

Here Are Some Things You Might Consider Before Saying Goodbye to 2025 What has changed for you in 2025? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step...

 

Wednesday, October 1, 2025

As the government shutdown lingers, We're answering more questions about, “How long is this going to last?” We can only point to history as a guide. Since 1976, we’ve experienced 20 shutdowns, averaging eight days in length. The...

 

Monday, September 1, 2025

Artificial Intelligence (AI) is no longer just a buzzword — it's a powerful tool reshaping the way businesses operate across nearly every industry.

 

Friday, August 1, 2025

As financial advisors, one of our core responsibilities is to help clients preserve their wealth—not just grow it. In today’s fast-paced digital world, financial scams have become more sophisticated, targeting everyone from retirees and...

 

Tuesday, April 1, 2025

There must be plans in place not just for the person receiving care but also to support and back up the caregiver — ensuring they do not face burnout that can accelerate their own decline. 

 

Friday, November 1, 2024

Intergenerational wealth transfer refers to the process of passing assets, investments, and financial knowledge from one generation to the next.

 

Tuesday, September 3, 2024

When it comes to vacation homes, one of the biggest decisions you’ll face is whether to own or rent. Each option has its distinct advantages and drawbacks, and the right choice depends on...

 

Thursday, August 1, 2024

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

 

Tuesday, July 2, 2024

The preservation of your assets may not be solely a function of your investment strategy, but may include a comprehensive insurance approach to protect you against an array of financial risks.

 

Monday, June 3, 2024

In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035.

 

Friday, May 3, 2024

I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need,” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million to retire comfortably in these 10 U.S. States...

 

Monday, April 1, 2024

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you?

 

Monday, March 4, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

 

Monday, February 5, 2024

As Valentine's Day approaches and Spring draws ever nearer, I thought it might be fun to look at the financial side of February 14. Shockingly, the day many consider the most romantic is also a sweet boost to our nation's economy.

 

Tuesday, January 2, 2024

When reflecting on our goals, they often span all facets of life, but financial goals often rank among the top New Year's goals.

 

Monday, December 4, 2023

On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals...

 

Friday, November 3, 2023

Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have a natural tendency to procrastinate. The importance of proper estate...

 

Monday, October 2, 2023

The FAFSA Simplification Act, enacted into law in 2021, is introducing changes aimed at streamlining the application process. If you or your dependent(s) are seeking federal student aid in the coming years, here are some of the changes...

 

Tuesday, September 5, 2023

DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE? Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...

 

Friday, August 4, 2023

As a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under the radar, such as retirement planning. While setting...

 

Thursday, July 6, 2023

COUNTDOWN TO COLLEGEAs a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college is that opportunity. Unfortunately, being accepted to the college of...

 

Monday, June 5, 2023

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s...

 

Monday, May 1, 2023

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources.

 

Thursday, February 2, 2023

As part of the Consolidated Appropriations Act of 2023, the SECURE 2.0 Act of 2022 (Secure 2.0) was enacted on December 29, 2022. Secure 2.0 continues to modify and expand upon provisions included in the original Secure Act of 2019....

 

Wednesday, January 4, 2023

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

 

Thursday, December 1, 2022

Budgeting and saving isn’t easy. Throw the holidays into the mix, and it can feel challenging, but with the right mindset, it is possible. After all, the holidays are about spending time with your loved ones and not about building debt!

 

Wednesday, September 15, 2021

ASSESS LIFE INSURANCE NEEDS If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal...

 

Monday, April 5, 2021

BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage,...

 

Monday, February 1, 2021

Seven age milestones that will impact your retirement planning? As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning...

 

Tuesday, December 15, 2020

REBALANCING YOUR PORTFOLIO Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a...

 

Sunday, November 15, 2020

THE A, B, C, & D OF MEDICARE BREAKING DOWN THE BASICS. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in...

 

Friday, September 25, 2020

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. NO STRATEGY:...

 

Wednesday, July 15, 2020

A LOOK AT DIVERSIFICATION Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by...

 

Friday, May 15, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

 

Wednesday, April 22, 2020

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...

 

Monday, March 16, 2020

In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third...

 

Saturday, February 15, 2020

The term “Fiduciary” has received a lot of attention lately. Certified Financial Planners (CFPs) act as fiduciaries, Registered Investment Advisors (RIAs) such as The Wealth Consulting Group work under the fiduciary...

 

Wednesday, January 15, 2020

Recent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve...

 

Thursday, December 5, 2019

What Makes a Team? If it takes a village to raise a child, it may take a team to help you pursue financial freedom. As a child, my parents built a team including aunts, uncles, cousins, and neighborhood families to help guide my...

 

Friday, October 19, 2018

Spending time with relatives always reminds me of growing up in a family business. A trip to Virginia this year for my brother’s 50 th birthday brought our family together along with memories of the family business, an Italian...