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Estate Planning – Planning Inheritances for Your Children

Estate planning, inheritances, and passing on generational wealth should not be taken lightly. Generational Wealth Planning allows you to plan inheritances for children and grandchildren, plus prevents your assets from…

Deena WatsonOctober 1, 2025

Healthcare

Making Sense of HSAs and FSAs

With health insurance premiums rising 297% since 2000, averaging over $25,000 annually, people are feeling the squeeze. Deductibles, too, have jumped nearly 50% over the last decade, further increasing out-of-pocket…

Deena WatsonAugust 26, 2025

Symphony, Orchestra, musical instruments

Income Investments Taxes Wealth

Financial Instruments – A Symphony of Choices

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the…

Deena WatsonAugust 1, 2025

Estate Planning Investments Wealth

5 Emotional Roadblocks To A Successful Estate Plan

You’d be hard-pressed to find any family that would rather sit around the table discussing estate plans than go out to eat, enjoy the day outside, or do just about…

Deena WatsonJuly 1, 2025

Investments Wealth

Baseball and Wealth Management – The Parallels

As this year’s baseball season gets underway, America’s pastime reminds us "It's a long game." Baseball and wealth management share many parallels. Baseball fundamentals can directly apply to your retirement strategy.…

Deena WatsonMarch 27, 2025

Income Investments Wealth

Understanding Dividend Yields: A Guide for Investors

Dividend investing is a popular choice for investors who want regular income. One key concept in dividend investing is dividend yield. Here, we explore dividend yields, including what they are,…

Deena WatsonFebruary 25, 2025

Investments Wealth

401(k) Hardship Withdrawals & Loans: What to Consider Before Accessing Your Funds

A 401(k) is designed as a retirement planning tool, but investors sometimes face unexpected financial situations that lead them to consider withdrawing funds from their 401(k) early. While a 401(k)…

Deena WatsonFebruary 4, 2025

Gen X couple living in temporary retirement

Investments Risk Wealth

Is “Temporary Retirement” the Newest Trend?

It’s fascinating to see how the world of work has evolved so drastically over the past few years. With the rise of remote work, the gig economy, and technological advancements,…

Deena WatsonDecember 23, 2024

Healthcare Risk

Top Healthcare Costs in Retirement

In a 2022 survey, 35% of workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses…

Deena WatsonNovember 26, 2024

Investments Wealth

Understanding the Volatility Index (VIX): Wall Street’s Fear Gauge Explained

There’s a lot to consider when investing in the stock market. Because of this, the Volatility Index (VIX) is a crucial tool for investors. Often referred to as Wall Street's…

Deena WatsonOctober 30, 2024

Estate Planning – Planning Inheritances for Your Children

Making Sense of HSAs and FSAs

Financial Instruments – A Symphony of Choices

5 Emotional Roadblocks To A Successful Estate Plan

Baseball and Wealth Management – The Parallels

Understanding Dividend Yields: A Guide for Investors

401(k) Hardship Withdrawals & Loans: What to Consider Before Accessing Your Funds

Is “Temporary Retirement” the Newest Trend?

Top Healthcare Costs in Retirement

Understanding the Volatility Index (VIX): Wall Street’s Fear Gauge Explained

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