Latest Articles
Explore insights on retirement planning, tax strategies, investing, and financial transitions, designed to help you approach financial decisions with greater understanding over time.
Inflation Presents Unique Risks – Know How You’ll Respond
If your weekly grocery bill is noticeably higher or you can’t believe how expensive gas is, you’re not alone. Inflation is at 40-year highs,[1] and a recent poll found that 52% of Americans said the most important issue facing the country is inflation.[2] Significantly, so many Americans recognized inflation as a major threat considering how unpredictable the market has been. Inflation presents unique risks, so it’s important to know how you’ll respond to them. The…
The Practical Side of Charitable Giving
Charitable giving promotes happiness, draws us closer to others, and strengthens empathy. The act of charitable giving – whether time, physical items or monetary gifts – provides lots of benefits to not only the charity, but also offers intrinsic benefits to the giver. Charities are dependent on the generosity of others to help them in their missions throughout our communities. Incorporating charitable giving into your life on a regular basis may be important to you…
Bob Yarbrough Interviews Jim Brogan on Market Volatility and Diversifying Your Portfolio
Jim Brogan joins the Bob Yarbrough Show on NewsTalk 98.7 where he breaks down how inflation could impact economic growth, ways to approach the current stock market, and more. Click the play button below to listen!
… Will Your Savings Last for the Rest of Your Life?
Once you’ve saved enough for retirement, the question becomes how you’ll make your savings last for the rest of your life. Higher costs make this difficult, and we’ve been seeing higher costs as a result of inflation for some months. It’s important to know how inflation can erode your savings over time, and how to create a plan to address this. We Could See “Persistently Higher Inflation” Federal Reserve Chairman Jerome Powell said last year…
Ensuring Your Lifestyle in Retirement
How do you ensure your lifestyle in retirement, and what do you want that lifestyle to look like? Think about what you really want in retirement from a lifestyle perspective. Do you want to travel? Purchase a second home? Do you want to live closer to your children and grandchildren? What are the things you want to be doing with your newfound freedom? Finances The first part of retirement might be filled with a bucket…
Tax Day Will Be Here Before You Know It
Tax Day is April 18th this year, due to the Emancipation Day holiday in Washington D.C. on the 15th. This is a good time of year to review your finances and think about your long-term tax strategy. Tax Day will be here before you know it, so let’s dive into these important tax terms and start thinking about how you’ll work to lower your tax bill. Tax Credits A tax credit is a dollar-for-dollar benefit….
Required Roth Catch-Up Contributions: How SECURE 2.0 Affects High Earners Age 50+
Tax Planning Updates for 2026
Behavioral Finance vs. FOMO: How to Block Out Market Noise and Stick to Your Plan
Your neighbor just told you about a stock that doubled in six months. Your college roommate posted screenshots of cryptocurrency…
Retirement in a High-Interest Environment: Adjusting Withdrawal Strategies
The retirement playbook has changed dramatically. After years of scraping by on bonds paying next to nothing, retirees are now…
The Role of Personalized Planning in Effective Wealth and Investment Management
Smart Ways to Manage Year-End Bonuses and Extra Income
That year-end bonus notification just hit your bank account. You’re staring at extra money that wasn’t part of your regular…
