CPAs occupy a unique vantage point: whether advising clients or running their own practices, they have direct access to the income, cash flow, and workforce data that drive retirement plan selection. […]
Small Business Retirement Plans: A Decision Framework for CPAs and Advisors Read More
In our experience working with clients, divorce is one of the most significant financial transitions a person can experience. Beyond the emotional toll, it often brings complex decisions involving assets,
Navigating Divorce: Financial Planning Considerations During a Major Life Transition Read More
Health Savings Accounts (HSAs) are often viewed as a short-term healthcare spending tool. However, for high-income earners and strategic savers, HSAs can be one of the most tax-efficient retirement accounts available. With
The Ultimate Guide to HSAs – How to Use Health Savings Accounts as a Retirement Tool Read More
Choosing a financial advisor is one of the most consequential decisions you’ll make for your financial future. The right advisor doesn’t just manage your investments — they become a trusted
What to Look for in a Financial Advisor Read More
For many families and individuals, estate planning feels like something to address later in life. It is often associated with retirement, advanced age, or significant wealth. In reality, estate planning
Do You Have an Estate Plan? Why You Should Not Wait Read More
Retirement is often described as a finish line. In reality, it is one of the most significant financial transitions an individual will experience—and one that requires thoughtful preparation well before
Are You Making These Retirement Mistakes? Read More
Wade D. Egmon, CPA, CFP® On July 4, 2025, President Trump signed into law the informally named “One Big Beautiful Bill Act” (OBBBA), a budget reconciliation bill that includes significant
Tax Law Update: Key Planning Insights from the OBBBA Read More
Morgann Zimmer, CFP® As we reach the midpoint of the year, it is a fitting time to step back and revisit your financial plan. While comprehensive planning is inherently long-term,
Staying Financially Cool This Summer: Smart Mid-Year Financial Planning Read More
By: Wade D. Egmon, CPA, CFP® | Senior Financial Advisor On January 5, 2025, President Joe Biden signed the Social Security Fairness Act (“The Act”) into law. This legislation, which
The Social Security Fairness Act Read More
We are asked often by our clients what their adult children should be thinking about regarding financial planning for themselves and for their families. We thought it may be helpful if we shared a few suggestions that existing or new clients could pass on to their children, or extended family members.
Financial Planning as a Family Read More
