Social Security Timing: A Decision That Could Be Worth $100,000 or More
Many people know they’ll collect Social Security at some point. Far fewer realize that when they claim can mean a difference of six figures in lifetime benefits. This can be one of the most consequential financial decisions you’ll make in retirement, and it can mean a difference …
Is Your Insurance Working as Hard as You Are? What a Proper Insurance Audit Can Reveal
Many people set up their insurance once and never look back. But life can change, and your coverage needs to keep up. Ryan Ovenden, CFP®, CKA®, Senior Wealth Advisor and Chief Planning Officer, breaks down what an insurance audit really is, when you need one, and why skipping it could cost …
Having a Baby Can Change Everything—Including Your Financial Plan
Welcome to parenthood! The first thing you should do is celebrate! But along with the joy, diapers, and sleepless nights comes a major shift in your finances. Suddenly, your financial plan isn’t just about you anymore. To help you navigate this transition, we spoke with Nik Aamlid, CF …
What Happens When Your Tax Preparer and Your Financial Advisor Don’t Talk to Each Other
Most people have a CPA and a financial advisor working in completely separate silos. You meet with your advisor to discuss investments and your CPA to file your taxes. But what happens when these two professionals never actually speak to each other? That gap can end up costing a significant …
