More Than a Budget: What a Real Financial Plan Looks Like—and Why It Matters in 2025
What’s in a financial plan—and why should you care? This month we break it down step by step, from tax changes to inflation risks, in plain English.
When Life Changes, So Can Your Financial Plan
A values-based financial planning guide for life’s biggest changes—plus this month’s market update and local summer fun in Rochester.
Reflect, Realign, and Simplify: Building a Retirement You Can Count On
In this edition, we reflect on the key market movements of 2024, explore how economic fundamentals drove growth, and share strategies to navigate potential risks in 2025. Dive in for expert guidance on staying resilient and achieving your financial goals.
Year-End Strategies: Make the Most of 2024 Before It’s Gone
In this month’s newsletter, we guide you through essential year-end financial strategies to optimize your taxes, maximize charitable giving, and position yourself for success in 2025. We also take a moment to express heartfelt thanks for being a valued part of our journey.
7 Key Practices for a Fulfilling and Stress-Free Retirement
Retirement is more than just financial security—it’s about living a fulfilling, purpose-driven life. Discover the 7 key disciplines that can lead to a happy and successful retirement.
Preparing for Tomorrow: Overcoming Social Security Hurdles
Social Security is a key part of retirement planning, but navigating its complexities requires careful consideration. Learn how to make informed decisions to secure your future.
The Essentials of Financial Fitness
Financial fitness is the foundation of a secure future. Learn how to assess, optimize, and maintain your financial health with strategies that support your goals and reduce financial stress.