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Get tips and insights on financial planning, investment management, and more to help you plan for your financial future.

Tuesday, March 24, 2026

This time of year is great for a reset. Closets get cleaned. Schedules get reorganized. Things that have been sitting for months finally get attention. And I’ve noticed… finances often follow the same pattern.

Thursday, March 19, 2026

In many families, one person naturally becomes the “holder” of information. They know which accounts exist, how bills are paid, where documents are stored, who to call if something changes, and for years, that works. Until it doesn’t.

Wednesday, February 25, 2026

The conversation most families know they should have, but don’t, are always the most important ones. What I’ve noticed over the years is that most parents want their adult children to be prepared… they just don’t want to overwhelm them.

Friday, February 13, 2026

Tax season has a way of bringing everything into one place. Income, investments, deductions, accounts, documents. For a brief window, your financial life is sitting right in front of you.

Tuesday, January 27, 2026

When families struggle during a health event, a death, or a sudden transition, it’s rarely because people don’t care. It’s because: no one knows where things are, who is supposed to do what, documents are scattered and decisions were...

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Tuesday, January 20, 2026

What to Cover, Who to Invite, and How to Prepare for a family financial meeting. In many families, there’s a shared understanding that “we should probably talk about this at some point.” That “this” usually means...

Wednesday, December 31, 2025

A family financial meeting is a structured, thoughtful conversation where you share the information your loved ones need to support you, understand your choices, and navigate future decisions.

Wednesday, December 17, 2025

Why 2026 Is the Year to Get Your Legacy in Order. Retirement timelines are shifting, adult children are stepping into new roles, and the need for families to share information and decision-making is growing stronger.

Monday, November 24, 2025

When many people think of retirement costs, they envision losing income and budgeting more tightly. But the real story goes deeper. There are three categories of costs that often get overlooked.

Monday, November 17, 2025

There’s a special stretch of time in most people’s lives - about five to ten years before retirement - when decisions matter more than ever. If you’re in that window, you still have enough time to shape your path.

Tuesday, October 21, 2025

Many families think retirement is a marker in time, but what matters most is what happens after you retire - especially when something unexpected occurs.

Thursday, October 16, 2025

Many parents love supporting their adult children. Whether it’s helping with rent, funding education, or assisting during tough seasons, that support can feel necessary, loving, and right.

Tuesday, September 23, 2025

When my parents were about 10 years from retirement, they started having family meetings. We talked about what mattered most: where documents were, who to call, and what they wanted if something happened. When my dad passed,

Tuesday, September 9, 2025

Retirement readiness is less about a date and more about preparation. Many times clients realize they could retire earlier than they expected, and others realize they need to adjust their plans before they take the leap.

Monday, July 28, 2025

Adult children are often left in the dark about: Where important documents are. What your wishes are. What role they might need to play. And when something happens? That silence can turn into stress, confusion, or family tension.

Monday, July 14, 2025

She originally planned to retire in 2026. But because we had spent the past year planning, reviewing, and preparing, she recently called and said: “I think I’m ready to retire… now.”

Tuesday, June 24, 2025

Your adult children may be the ones stepping in to help you manage care, handle your estate, or navigate financial decisions. Give them the answers before they ever need to act. A family financial meeting is the place to begin.

Tuesday, June 10, 2025

Even with retirement 5 to 10 years away, many people don’t have a clear financial plan. They’re unsure if they’ve saved enough, when to take Social Security, etc. That’s where intentional, family-centered financial planning comes in.

Tuesday, May 27, 2025

As you build your own financial and estate plan, there's one key element you might be overlooking: including your adult children in the process.

Wednesday, May 14, 2025

If you're 5 to 10 years away from retirement, the reality is starting to set in: this next phase of life isn’t just a distant idea anymore. It’s real, and it’s coming fast.

Monday, April 21, 2025

The most expensive mistakes are often the quiet ones. You are doing a great job keeping everything afloat. But when we sit down and look at the numbers, there’s often one thing draining progress: Avoidable tax mistakes.

Monday, April 14, 2025

If you're in your 40s or 50s and balancing the needs of your children and your aging parents, it’s a challenging place to be. You might be juggling everyone else’s needs while also trying to stay on track with your own goals.

Tuesday, March 18, 2025

No one likes to think about their own mortality, but planning for the inevitable is one of the best things you can do for your loved ones. A will is a legal document that outlines how you want your assets distributed after you pass.

Tuesday, March 11, 2025

Many people worry about what will happen to their debts when they pass away. Will their family be responsible? Will creditors seize their assets? The short answer is: it depends.

Tuesday, February 18, 2025

For Gen X women—those born between 1965 and 1980—financial planning is more critical than ever. As you approach 50, you may be balancing career growth, raising children, supporting aging parents, and planning for retirement.

Thursday, February 13, 2025

My grandmother’s story is about more than just getting a job. It’s about knowing your worth and taking control of your future.

Tuesday, January 14, 2025

With so many competing priorities, it’s easy to make financial missteps that could impact your long-term goals. Avoid these common money mistakes to stay on track and build a strong financial future.

Thursday, January 9, 2025

As a Gen X woman, often juggling responsibilities, your financial well-being often takes a backseat. However, your money mindset—how you think about, approach, and use money—can play a critical role in shaping your financial future.

Tuesday, December 17, 2024

Here’s an in-depth look at why financial planning is essential for Gen X women and how it can help balance their many roles while paving the way for a secure future.

Tuesday, December 10, 2024

When you're a business owner, managing your finances is more than just balancing the books and saving for retirement. It's about understanding the intricacies of how your personal and business financial lives intertwine.

Tuesday, November 26, 2024

It's easy to think that investing is the key to financial success. But investing just for the sake of it isn’t enough. Financial planning is that crucial first step. Without that roadmap, even the best investments can fall short.

Sunday, November 17, 2024

Gen X women—those born between 1965 and 1980—are an often overlooked yet incredibly important group when it comes to financial planning. We’ve experienced tremendous change, from market volatility to shifting societal norms.

Thursday, October 24, 2024

Helping your kids plan for their future so they can have it better than you did is a common goal for many families. Investing in your children is one of the greatest gifts you can give them. Here's how you can start.

Thursday, October 24, 2024

While many focus solely on the financial aspect of retirement planning, it’s important to understand that true retirement happiness is about much more than just money. To enjoy the retirement you’ve worked so hard for, you need a balance.

Tuesday, September 17, 2024

When people hear "financial planning," they often think of retirement savings. While retirement is an essential part of financial planning, it's just one piece of a large puzzle. True financial planning is a lifelong strategy.

Tuesday, September 10, 2024

Whether you’ve changed jobs once or several times, it’s worth asking yourself—do you know where all of your retirement savings are? Losing track of these accounts can mean missing out on valuable savings that could bolster your future. Fort

Monday, August 26, 2024

How Solo Business Owners Can Still Benefit From a 401(k) Plan. Being a solo business owner comes with a unique set of challenges and opportunities, especially when it comes to planning for retirement.

Monday, August 19, 2024

Reaching the age of 40 can be a significant milestone, one that brings with it a mix of reflections on the past and thoughts about the future. For many, it’s a wake-up call that the golden years of retirement aren’t so distant.

Tuesday, July 23, 2024

If you dream of a retirement filled with travel, leisure, and fun times with friends and family, the key to making that dream a reality is starting your retirement planning in your 30s and 40s.

Tuesday, July 16, 2024

The cost of higher education continues to rise, making it more important than ever to plan for your child’s future now. College savings plans are a powerful tool to ensure that your child has the financial resources they need.

Tuesday, June 25, 2024

Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes and your loved ones are cared for after you're gone. Despite its importance, many people delay or overlook it.

Thursday, June 20, 2024

Why spend your hard-earned money on things that are not filling you up and giving you the life you truly aspire to have. By aligning your finances with your values, you can...

Monday, May 27, 2024

As self-employed individuals, many Gen Xers enjoy the freedom and flexibility of entrepreneurship. However, self-employment also comes with unique challenges, particularly when it comes to retirement planning.

Thursday, May 23, 2024

As members of Generation X, many of us dream of achieving early retirement and enjoying the freedom to pursue our passions and interests without the constraints of a traditional 9-to-5 job. But early retirement requires careful planning and

Monday, April 22, 2024

As an entrepreneur, you're driven by passion, but while building and growing your business, it's necessary to prioritize your finances and taxes both for you business and personal financial well-being.

Thursday, April 11, 2024

As a Gen Xer (or millennial) in the sandwich generation, you can find yourself juggling multiple financial responsibilities, from caring for aging parents to supporting your children and planning for your own future.

Tuesday, March 26, 2024

As a business owner, your employees are your most valuable asset. Providing them with valuable benefits not only helps attract and retain top talent but also demonstrates your commitment to their financial well-being.

Tuesday, March 12, 2024

Compound interest is a fundamental concept in finance that has the potential to significantly impact your wealth-building journey. By understanding how compound interest works, you along with your advisor can help leveraging its power effec

Monday, February 26, 2024

Help prepare your family for the future by having this discussion now instead of during a time of stress and grieving. We put together a few tips you can use when preparing to talk to your family about your wishes for your estate.

Monday, February 12, 2024

Investing is a powerful wealth-building tool, but it's not just about watching your portfolio grow. The tax implications of your investment decisions play a significant role in determining your overall financial success and helping you...

Monday, February 12, 2024

Financial planning is not just about accumulating wealth; it's about creating a plan that aligns with your goals and values. Whether you're aiming for a comfortable retirement, planning for a major life event, or simply looking to...

Monday, February 12, 2024

Part of business management often includes providing benefits to employees including those that help with their financial wellness. One being the 401(k) plan. We want to share the benefits it’s not only brings to the employees...

Monday, February 21, 2022

5 steps you can take now to avoid tax filing headaches? Don't wait until the last minute to file take these 5 steps to make it a smooth process.

Wednesday, April 21, 2021

Should I reduce my contribution amount to my 401k or retirement plan if I am worried about losing my job? If you're uncertain about your job right now, or in the immediate future, then yes, allow yourself to have that wiggle room in...

Saturday, April 17, 2021

How are you? Still hanging in there? I wanted to check in again because we know this isn't an easy time for anyone. Parents and grandparents have become teachers, we can't see our friends and some of our family or loved ones, or go to...

Saturday, April 3, 2021

Recovery Checks The act provides immediate cash assistance to Americans and their families, checks of up to $1,200 ($2,400 for those married filing jointly) to many U.S. taxpayers. The amounts paid would be increased by $500 for each...

Saturday, April 3, 2021

Business Owner & Individual Resources & Updates - surrounding COVID-19 Please click below for more information: Paycheck Protection Program - SBA Small Business Disaster Loan Program Louisiana Economic Development Business Loan Program...

Wednesday, March 31, 2021

If you are a small business owner looking for guidance on the Small Business Administration Disaster Relief programs available, please read their resources here: https://www.sba...

Friday, March 26, 2021

This is big news for taxpayers! Please stay on top of the deadlines as they apply to you, and contact us for questions!

Thursday, March 25, 2021

Due to the Coronavirus, the new deadline to file and pay your 2019 Federal tax returns is July 15, 2020. There will be no penalties or interest accrued during this time on payments owed. This date of July 15, 2020 also applies to the...

Tuesday, March 23, 2021

TAX PLANNING The Internal Revenue Service and Louisiana Department of Revenue have established tax relief due to COVID-19 (Coronavirus). As of now, all 2019 federal and Louisiana income tax return filings and payments have been...

Tuesday, March 16, 2021

Hi Friends, With today's headlines front and center, it can be very hard to focus on the long term. We believe the most consistently successful strategy is to diversify, buy quality and maintain a long-term perspective. Reacting to...

Wednesday, January 27, 2021

Wednesday, January 27, 2021

Wednesday, January 27, 2021