Financial Insights

Welcome to the Proximity Financial Partners Resource Center, your go-to destination for practical financial guidance, educational tools, and timely insights. Here, you’ll find a collection of articles, videos, and resources designed to help you better understand key topics like retirement planning, investment strategies, insurance, and wealth preservation. Proximity Financial Partners focuses on making complex financial concepts easier to navigate so you can make informed, confident decisions.

Whether you are planning for the future, evaluating important financial decisions, or simply looking to stay informed, this page is built to support your financial journey with clarity, perspective, and actionable knowledge.

Recent Articles

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

Financial Planning, Investment, Money, Retirement

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.

How to Create a Financial Plan When Life Keeps Changing

Investment, Money

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

Market Update

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

Build Wealth, Investment, Money

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

Investment, Market Update, Money

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?

Investment, Retirement

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.

retirement dock in water proximity financial partners

What Does a Comfortable Retirement Look Like for You?

Investment, Money, Retirement

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.

5 Financial Moves to Make After Tax Season

Money, Tax

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.

private credit proximity financial partners

Private Credit. What’s Working, What’s Being Tested

Investment, Money

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

A Primer on Dividends

Investment

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...

Estate Management Checklist

Estate

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.

Choices for Your 401(k) at a Former Employer

Retirement

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account.

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Financial Insights

Recent Articles

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

How to Create a Financial Plan When Life Keeps Changing

Market Minute June 2026

How to Build Wealth While Balancing Family Priorities

This One Time, At Band Camp

Should You Consider a Roth Conversion in 2026?

What Does a Comfortable Retirement Look Like for You?

5 Financial Moves to Make After Tax Season

Private Credit. What’s Working, What’s Being Tested

A Primer on Dividends

Estate Management Checklist

Choices for Your 401(k) at a Former Employer

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