Blog Articles

Retirement income planning is about turning years of savings into a reliable, tax-efficient income stream through coordinated strategies involving Social Security, investments, pensions, and other income sources while managing risks like inflation, taxes, and market volatility. Working with a CFP® professional can help retirees create a personalized, adaptable plan that provides confidence, protects long-term financial security, and supports the lifestyle they want throughout retirement.

Graduation gifts can go beyond celebration by helping young adults build strong financial habits, with options ranging from books and cash to 529 plan contributions and even a car—each offering different levels of immediate value and long-term impact. Understanding basic tax rules, like gift exclusions and reporting requirements, allows givers to be both generous and strategic in supporting a graduate’s future.

A growing number of parents are watching their adult children struggle to afford a home, even when those children have stable jobs, good habits, and solid financial values. As a result, families are asking themselves : How can we help without jeopardizing our own financial security or creating long term dependency?

Jim Eutsler, CMA, CFP®, ChFC®, EA, breaks down what it means to be a Chartered Financial Consultant (CHFC) and why this credential matters for the families we serve.

For decades, people who get paid as non-employees have lived under a simple rule: Earn $600 or more from an organization, expect a 1099. But starting this year, that familiar threshold is officially disappearing.

Doug Johnson breaks down what it means to be a CFA® Charterholder and why this credential matters for the families we serve.