Blog Articles

Doug Johnson breaks down what it means to be a CFA® Charterholder and why this credential matters for the families we serve.

Couples can strengthen both their financial and emotional connection by building a shared vision, holding regular low-pressure money check-ins, and dividing financial responsibilities based on each partner’s strengths. By approaching money as a team and communicating openly, couples can reduce stress, improve clarity, and create greater long-term stability together.

If you’re between 50 and 65, this 7-year retirement roadmap shows how to prepare for retirement, manage taxes, Social Security, and income with confidence.

For financially established individuals, the most effective New Year’s financial resolutions focus on thoughtful planning, tax efficiency, and goal alignment, while market timing, drastic changes, vague cost-cutting, and procrastination tend to undermine long-term success.

As the year draws to a close and the holiday season begins, it’s a natural time to pause, reflect, and appreciate what truly matters.

The holidays inspire generosity, but did you know your charitable gifts can also play a meaningful role in your financial plan? From donating appreciated stock to using donor-advised funds, the right strategy can help your gifts go further.