The Financial Cost of Waiting: Why Putting Off a Plan Can Be Expensive

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There are a lot of things in life that can wait. Cleaning out the garage. Tackling that home project you’ve been putting off. But when it comes to your finances, waiting can sometimes come with a price.
life changing event

How to Create a Financial Plan When Life Keeps Changing

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Life is constantly moving, and that's exactly why your financial plan can't be something you create once and forget about.A good financial plan isn't rigid. It's designed to adapt as your life evolves.

Market Minute June 2026

In the two months since March 31, 2026, the momentum factor has led the market in a massive way. But, momentum in equity markets, unlike streaks, has data to support its utility as a factor that can outperform.
Building wealth while prioritizing family

How to Build Wealth While Balancing Family Priorities

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When people think about building wealth, they often picture investment accounts, retirement plans, and long-term financial goals. Many of the families I work with are focused on something more immediate: balancing today’s responsibilities while still preparing for tomorrow.
This One Time At Band Camp

This One Time, At Band Camp

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The defining feature of the moment is not any single narrative. It is the volume of them. Hormuz, Fed leadership, an Iran deal that may or may not come, an earnings season that needs to clear a high bar
Roth IRA versus Traditional IRA Proximity Financial Planners

Should You Consider a Roth Conversion in 2026?

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When it comes to retirement planning, one of the most common questions I hear is, “Should I convert my traditional IRA to a Roth IRA?” The answer isn’t always simple, but for some people, 2026 could be an excellent time to consider a Roth conversion.
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What Does a Comfortable Retirement Look Like for You?

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When people think about retirement, one of the first questions they usually ask is, “How much money do I need?” And while that’s an important question, I don’t think it’s the first question.
reviewing finances after tax season

5 Financial Moves to Make After Tax Season

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Tax season is behind us, and for many people, that means putting finances on the back burner until next year. But from where I sit, the weeks after filing taxes can actually be one of the best times to make meaningful financial progress.
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Private Credit. What’s Working, What’s Being Tested

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Private credit has benefited from a long stretch of investor demand for income. More recently, performance appears to be diverging beneath the surface.
investment chart

A Primer on Dividends

When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses...