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Our Newsletters

Financial briefs

Our Financial Briefs newsletter is published each month, offering valuable insights tailored to your retirement goals and commentary from our team of CERTIFIED FINANCIAL PLANNER® professionals.

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New!

September 2026

This month’s newsletter explores practical strategies to help you build confidence in your financial future. Discover how a flexible financial plan can adapt to life’s changes, learn ways to address five common retirement fears, and find tips for keeping track of retirement accounts and benefits throughout your career. We also discuss how to navigate important financial conversations with aging parents along with insights from advisors Brenda Bolander, CFP®, Chad Rudy, CFP®, and Alexx Peralta, CFP®. Together, these articles offer guidance to help you make informed decisions and stay focused on your long-term financial goals.

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A smiling woman walks hand in hand with two young children down a forest trail, all dressed in casual outdoor clothes with flannel shirts and hats. The girl wears denim overalls and a straw hat, while the boy holds a walking stick, surrounded by lush green trees and dappled sunlight.

August 2026

Ready to strengthen your financial future? This month’s newsletter explores practical strategies to help you build retirement confidence and develop healthy saving habits. Learn how to catch up on retirement savings if you feel behind, discover ways to nurture and maximize the benefits of your IRA, and consider whether time is working for or against your long-term financial goals. Plus, explore seven simple steps to make saving a consistent habit and create momentum toward your financial objectives.

Whether you’re just getting started or fine-tuning an established plan, this edition offers valuable insights to help you stay focused on achieving your retirement goals.

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July 2026

This month’s newsletter explores how debt fits into your financial plan, the impact of interest rates, ways to set healthy borrowing limits, and 10 practical steps to gain control of debt. Plus, enjoy personal insights and life reflections from our advisors.

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June 2026

Planning for college doesn’t have to feel overwhelming. In this issue, we bust common myths, explore the value of private schools, and share smart strategies to help manage costs. Learn how to start building a confident college funding plan today.

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May 2026

In this issue we focus on the essential elements of estate planning—especially for families with complex dynamics. We review key considerations for blended families, provide a practical estate planning checklist, and highlight why having a will is critical for protecting your wishes. You’ll also find insight into the often-overlooked financial aspects of death, along with personal reflections from our advisors.

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April 2026

Retirement may be defined as a noun, but in reality, it’s anything but passive. True retirement success requires ongoing attention, regular review, and intentional action. In this issue, explore practical ways to actively monitor your retirement savings and steps you can take to help make your money work for you for as long as possible.

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