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Category: Blog

Financial planning documents, a pen, and a digital tablet displaying consolidated investment accounts on a desk.
One Family, Twelve Accounts, Six Institutions: A Consolidation Story
  • Blog, Featured
A retired couple came to us with 12 accounts spread across 6 institutions and nearly all their money invested in
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A glowing digital “AI” logo sitting on a circuit board with interconnected glowing nodes and data lines on a dark background
AI and Finances: Can You Trust ChatGPT to Pick Your Financial Advisor?
  • Blog, Featured

Many people looking for a financial advisor now start with ChatGPT (or their AI chatbot of choice). It’s a reasonable

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An older gentleman looking stressed while reviewing documents at a desk with a laptop and files.
How a DIY Retirement Rollover Nearly Became a Six-Figure Tax Bill
  • Blog, Featured
He kept careful track of every dollar he moved out of his retirement accounts. He was still one step away
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5 Smart Financial Gifts for Kids and Grandkids
5 Smart Financial Gifts for Kids and Grandkids
  • Blog, Featured
Skip the toys that get forgotten! Learn about which financial gifts for kids and grandkids can help them build real
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Why Smart People Can Make Terrible Investment Decisions
  • Blog, Featured, Video
Have you ever made a decision when you were scared or angry and later regretted it? We all have. And
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The Hidden Risks of Referring Clients to CPAs
The Hidden Risks of Referring Clients to CPAs
  • Blog, Featured
After 25 years in wealth management, I still lose sleep over CPA referrals. In this article, I discuss why referrals
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