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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.

An older couple walks arm in arm along the beach at sunset, smiling as they look ahead. The man wears a dark sweater and the woman wears a blue and white striped shirt, with the sunlight glowing warmly behind them.

August 2025

We all know how important it is to save for retirement, and 401(k) plans have become one of the most effective ways to save. However, many workers who have access to a retirement plan don’t participate. That’s probably the biggest mistake you can make. If you have access to a plan, you should take full advantage of it.

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A couple walks hand in hand through a sunlit autumn field, with golden trees in the background and their dog trotting alongside on a leash. The warm sunlight casts long shadows across the grass, creating a peaceful, late-afternoon atmosphere.

July 2025

Read on to find important information about estate planning, overcoming retirement fears, retirement longevity and risk tolerance during retirement, along with personal insights from three of our advisors.

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A couple smiles warmly in a bright kitchen as the man chops mushrooms on a cutting board while the woman leans in close, holding a patterned mug. They appear to be enjoying a relaxed moment together, cooking with a tablet propped up nearby.

June 2025

In this newsletter, you will discover several articles about tax planning and how it should be reviewed throughout the year and your lifetime. You will also find personal insights from three of our advisors.

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An older man sits beside a his grandson at a table, both focused on drawing with colorful markers. The man smiles gently while the child holds a pink marker, surrounded by scattered pens and papers.

May 2025

In this Financial Brief, you will find discussions about debt along with the effects it can have on your retirement.

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A cheerful older couple sits together on a cozy couch, sharing a laptop. They appear relaxed and engaged, smiling as they browse or plan something online. Surrounded by greenery and natural light, the scene radiates comfort, contentment, and the ease of enjoying retirement life together at home.

April 2025

Do you have a plan for your retirement? Learn about planning by the decades, enjoying retirement where you are rooted or moving to a new location, along with personal insights from three of our outstanding CERTIFIED FINANCIAL PLANNER® professionals.

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A group of older adults sit along the edge of a sailboat, smiling and enjoying the breeze as the sun sets over the water. Their bare feet dangle above the waves, with sails catching the light behind them.

March 2025

Discover legacy planning strategies, personal insights from two of our CERTIFIED FINANCIAL PLANNER® professionals, along with specific tax deadline information.

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