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Get tips and insights on financial planning, investment management, and more to help you plan for your financial future.
Spring Cleaning Your Financial Life in 2026: What to Review, Update, and Organize
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.
Read MoreWhat Does It Mean to Leave Behind Financial Clarity for Your Family?
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.
Read MoreHow to Prepare Your Adult Children to Handle Your Finances One Day (Without Sharing Every Detail)
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.
Read MoreTax Season 2025: How Financial Planning Can Help You Pay Attention to More Than Just Your Tax Return
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.
Read MoreWhy Most Families Struggle During Transitions (And How Simple Organization Changes Everything)
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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The Complete Family Financial Meeting Agenda
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...
Read MoreWhat Is a Family Financial Meeting?
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.
Read MoreWhy 2026 Is the Year to Get Your Legacy in Order
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.
Read More3 Surprising Costs That Most Pre-Retirees Forget to Plan For
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.
Read MoreWhy the 5–10 Year Window Before Retirement Matters More Than You Think
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.
Read More5 Questions Your Adult Children Should Ask You Before You Retire (So No One Is Left Guessing)
Many families think retirement is a marker in time, but what matters most is what happens after you retire - especially when something unexpected occurs.
Read MoreHow Helping Adult Kids Today Can Cost You Tomorrow and What to Do Instead.
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.
Read MoreWhat Should You Talk About in a Family Meeting About Retirement and Estate Planning?
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,
Read MoreHow Do You Know If You’re Ready to Retire? 7 Questions to Ask Yourself
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.
Read MoreHow to Talk to Your Adult Children About Estate Planning: A Guide for Parents Preparing for Retireme
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.
Read MoreHow to Retire on Your Terms: Real-Life Strategies to Take Control of Your Timeline and Involve Your
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.”
Read MoreHow to Host a Financial Family Meeting: A Step-by-Step Guide for Retirement-Aged Parents and Their A
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.
Read MoreHow to Prepare for Retirement in Your 50s: A Financial Planning Checklist for Families in Central Lo
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.
Read MoreHow to Involve Adult Children in Your Financial and Estate Planning Matters
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.
Read MoreCountdown to Retirement: What to Do 5–10 Years Before You Step Away from Work
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.
Read MoreThe Tax Mistakes That Could Be Costing You Thousands—and How Financial Planning Fixes Them
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.
Read MoreHow Tax Planning Helps Women in the Sandwich Generation Take Control of Their Financial Future
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.
Read MoreWhat Happens If You Die Without a Will?
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.
Read MoreWhat Happens to Your Debt When You Die?
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.
Read MoreSmart Money Moves Every Gen X Woman Should Make Before 50
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.
Read MoreHow My Grandmother Took on Ford Motor Company & What It Means for Women’s Finance
My grandmother’s story is about more than just getting a job. It’s about knowing your worth and taking control of your future.
Read MoreMoney Mistakes to Avoid in Your 40s: How to Strengthen Your Financial Future
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.
Read MoreMoney Mindsets for Gen X Women: Shaping Your Financial Future with Confidence
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.
Read MoreFinancial Planning for Gen X Women: Balancing Business, Family, and the Future
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.
Read MoreBeyond the Basics: Financial Considerations Every Business Owner Needs to Know
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.
Read MoreWhy Financial Planning Should Start with Your Values and Goals
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.
Read MoreWhy Financial Planning is Essential for Gen X Women
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.
Read MoreBuilding a Better Future for Your Kids: Smart Financial Moves to Secure Their Success
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.
Read MoreThe Perfect Retirement Recipe: Balancing Physical, Mental, and Financial Health
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.
Read MoreHow to Build Wealth and Achieve Your Life Goals with Financial Planning
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.
Read MoreHow to Find and Manage Forgotten Retirement Accounts
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
Read MoreHow Solo Business Owners Can Still Benefit From a 401(k) Plan
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.
Read MoreHitting 40? Why it’s Time to Get Serious About Retirement Planning.
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.
Read MoreHow to Start Planning for Retirement in your 30s or 40s
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.
Read MoreCollege Savings Plans: Investing in Your Child's Future
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.
Read MoreEstate Planning Essentials: What You Need to Know
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.
Read MoreSmart Spending: How to Align Your Finances with Your Values
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...
Read MoreRetirement Planning for Self-Employed Gen Xers: Building a Secure Financial Future
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.
Read MoreEarly Retirement Planning for Gen X: Securing Your Financial Freedom
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
Read MoreManaging Business and Personal Finances
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.
Read MoreFinancial Planning and Investing in the Sandwich Generation: Balancing Responsibilities and Prioriti
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.
Read MoreMaximizing Employee Benefits: The Importance of 401(k) Plans for Businesses
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.
Read MoreThe Power of Compound Interest: The Secrets to Help You Build Wealth
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
Read MoreHow to Talk About Estate Planning with Your Family
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.
Read MoreHow Investing Affects Your Taxes
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...
Read MoreHow to Get Started with Financial Planning
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...
Read MoreA Comprehensive Guide to 401(k) Plans for Businesses
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...
Read MoreHow to Avoid Tax Filing Headaches in 2024
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.
Read MoreQuestions You May Be Asking Yourself Right Now
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...
Read MoreOur Latest Email.....How Are You?
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...
Read MoreCARES Act Summary of Key Facts
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...
Read MoreBusiness Owner & Individual Resources surrounding COVID-19
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...
Read MoreSBA Disaster Relief Resources
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...
Read MoreLatest IRS Deadlines related to the 2019 tax filing season.
This is big news for taxpayers! Please stay on top of the deadlines as they apply to you, and contact us for questions!
Read MoreNew Federal & Louisiana Tax Filing & Payment Deadlines and IRA deadlines
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...
Read MoreIRS and LA Taxpayer Coronavirus Relief
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...
Read MoreThink Long-Term
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...
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