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Wealth in the Return

Chrissy Rhamy, Operations Associate | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Thursday, May 25, 2023

If you find taxes confusing, then you are not alone. Albert Einstein once said, “the hardest thing in the world to understand is the income tax.”  While we outline many useful tax details in our ­Key Financial Data Sheet and even observed the US history of taxes in a prior blog post, it is truly the […]


The Evolution of the World of AI

Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Advisor | Sally Eisenberg, Operations & Client Service Associate | Friday, March 24, 2023

Artificial Intelligence, or its short form AI,  is a term new to many people, but did you know that it has been around since the 1950s?  In fact, AI has already woven itself into our day to day lives.  While it is easier to identify certain technology that has been considered “life changing” such as […]


Planning for a Successful Job Transition

Chase Hayhurst, CFP®, Senior Wealth Management Advisor | Kelli Burger, CFP®, Wealth Management Advisor, Partner | Wednesday, February 15, 2023

During times of slowing growth and economic uncertainty the thought of one’s own employment can come into question. Whether you have another job lined up, are transitioning to retirement or planning to take a break between careers, there are several emotional and financial items to carefully consider. For some it’s an opportunity and others an obstacle […]


6 Things You Need to Know About the SECURE Act 2.0

Andrea Taylor, CPA, MSA, Wealth Management Associate Advisor | Ryan Richardson, CFP® Senior Wealth Management Advisor | Thursday, January 26, 2023

The Secure Act 2.0 is the newest version of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was originally signed into law in December 2019 and recently updated in December 2022. It is important to note- the Secure Act is designed to help Americans save for retirement and will create more flexibility […]


The Gift of Financial Advice

Marty Rascon, Wealth Management Associate Advisor | Ryan Richardson, CFP®, Senior Wealth Management Advisor | Tuesday, December 20, 2022

   When it comes to life, few gifts are more valuable than financial advice. As young professionals and their families navigate the complexities of today’s world, financial planning is essential in helping them reach various milestones in life. Whether they are just beginning their career, starting a family, or beginning to plan for retirement, a financial […]

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