Good decisions show up in everyday life, not just in financial plans. From time to time, we like to share something a little lighter that reflects the same principles we talk about with clients all year long. These are family recipes we actually use: simple, healthy, and budget-friendly. Nothing fancy. Just practical food that works for real life.

Estate planning can feel overwhelming because it involves emotional and practical decisions about who will handle your affairs and how assets will be divided. Many people stall at the start, but a simple framework helps bring clarity and momentum. With thoughtful choices and open communication, estate planning becomes a meaningful way to protect loved ones and ensure your wishes are honored.

Starting a business is exciting, but success requires more than passion: it requires a clear financial foundation. From choosing the right business structure and paying yourself consistently to organizing cash flow and planning for taxes, understanding these core principles helps you make confident decisions, avoid surprises, and focus on growing your business with clarity and control.

Fraudsters are getting smarter, but protecting your finances doesn’t have to be complicated. Michael Hollis, CFP®, shares practical tips to spot scams, safeguard your accounts, and maintain control over your financial life. Learn how to slow down, verify, and stay one step ahead of attackers.

Paying off your mortgage can bring freedom, security, and peace of mind, but is it the smartest financial move right now? From interest rate math to liquidity needs and the emotional side of being debt-free, we walk through the framework to help you make a confident decision that fits your long-term goals.

Generosity is more than a value; it can be a financial strategy. Learn how intentional giving, from donating stock to using donor-advised funds, can redirect tax dollars into causes you care about. See how strategic charitable planning creates a ripple effect of impact.

Rising tuition costs make college planning more important than ever. Explore practical strategies, from school choice and savings plans to scholarships and part-time work, that can help your family fund higher education without overwhelming debt.

Most people skip over disability insurance, thinking it’s unnecessary or confusing. The truth is, losing your ability to work is more common, and more financially devastating, than you might think. This article breaks down what it is, how it works, and why it matters.

Retirement is not just the end of a career; it is the start of a new chapter. Whether you feel excited, uncertain, or both, this guide will help you prepare for life after work. Learn how to check your financial readiness, define your purpose, protect your health, and stay connected so you can replace your paycheck, stay energized, and enjoy the freedom you have earned.