Our Commentary

Two Financial Lessons Inspired by Lou Holtz

Football Sitting on a Football Field

The sports world recently said goodbye to coaching legend Lou Holtz, who passed away on March 4th, 2026. His passing has led many to reflect on the lasting impact he made. Holtz was known not only for his success on the field but also for the wisdom he imparted that stayed with people long after […]

Spring Real Estate Market: Your Guide to Buying and Selling

Spring is the peak season for the residential real estate market. As the weather warms, curb appeal improves, more homes become available, and families aim to relocate before the new school year begins. Buyers motivated by early-year goals or those who receive tax refunds and bonuses often dive into the market during this season as […]

Habits to Help You Build a Better Relationship With Money

Valentine’s Day may have come and gone, but it left me thinking about another influential relationship that can shape both your daily life and your future: your relationship with money. For many people, it’s complicated. Money can bring stress, guilt, or even the urge to avoid checking in at all, especially when life is busy […]

Why I Became A Financial Advisor

Like many people, I have not always had a clear vision of where my career would ultimately lead. I grew up in a family of medical providers, so for a long time, I assumed I would follow a similar path. However, that expectation quickly faded when I realized two things: I don’t particularly handle blood […]

Sweethearts & Spending: A Financial Checklist for Couples

Valentine’s Day is a moment to appreciate love and your relationships. While money isn’t the most romantic topic, it is one of the most practical ones because it affects so many of the decisions you make together. This simple financial checklist is designed to help married couples create clarity, work together, reduce surprises, and avoid […]

What to Do With Your 2025 Tax Refund: A Practical Guide

Why 2025 Tax Refunds May Be Higher If you’re filing your 2025 tax return in early 2026, you may notice your refund looks larger than expected. One reason may be the One Big Beautiful Bill Act (OBBBA), signed into law in July of 2025. This legislation made several Tax Cuts and Jobs Act (TCJA) elements […]

401(k) Catch-Up Contribution Changes in 2026: What to Know

Calculator with 2026 typed out

Catch-up contributions can give you a chance to boost your retirement savings, especially if earlier years were focused on family needs, career growth, or major expenses like a mortgage. As of January 1, 2026, 401(k) catch-up contributions for people age 50 and older may work a bit differently than they have in the past. Financial […]

New Year Financial Reset: A Checklist for the Season Ahead

Woman holding sparkler

In college football, the end of the season brings a familiar routine: coaches review film, evaluate the roster, make adjustments, and quickly begin preparing for what’s next. The past season, good or bad, becomes a learning tool, not a destination. The start of a new year can serve a similar purpose in your financial life. […]

12 Year-End Financial Planning Tips: Part 2

In “The Twelve Days of Christmas,” the list keeps growing, much like the financial to-dos that pile up at the end of the year. This year-end financial checklist is designed to turn that growing list into a clear, actionable plan. In Part 1, we shared the first 6 tips to help you stay focused, avoid […]

12 Year-End Financial Planning Tips: Part 1

We all know the beloved Christmas carol “The Twelve Days of Christmas,” with its partridge in a pear tree and ever-escalating gifts. This year, let’s borrow the spirit of the song and turn it into something even more valuable: a practical 12-point financial checklist for year-end. In Part 1 of this series, we’ll focus on […]