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The Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
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What is intangible capital — and why does it affect your business sale price?
Business Exit Planning What is intangible capital — and why does it affect your business sale price? By Brett Stone, CFP®, CEPA · Impact Capital Partners Up to 80% of your company's value lives not in your equipment or real estate —...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
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When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
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Making Sense of HSAs and FSAs
Making Sense of HSAs and FSAs With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade,...
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What the Big Beautiful Tax Bill Means for Investors
What the "One Big Beautiful Bill" Means for Investors
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Monthly Market Update for May 2025
Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade June 6, 2025 Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of...
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U.S Trade Progress with China
Special Update: What U.S.-China Trade Progress Means for Investors May 13, 2025 The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement,...
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Lessons from Warren Buffet
Lessons from Warren Buffett for Today’s Market May 13, 2025 Greg Segal, CSRIC® Partner A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no...
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