by Abdul Ohab | Nov 3, 2026
Choosing a financial advisor is a personal decision, especially as you approach or enter retirement. Maybe you’ve managed your investments yourself for years and are considering professional guidance for the first time. Or perhaps you’ve worked with an...
by Jessica Willis | Sep 25, 2026
Five years from retirement can feel close. Close enough that retirement is no longer some distant idea—but far enough away that there may still be time to make thoughtful decisions before the transition actually happens. For many people, the questions also start to...
by Jessica Willis | Sep 13, 2026
Your Financial Plan May Need to Move With You. Moving to The Villages can be about much more than changing your address. For many people, it marks the beginning of an entirely new chapter—retirement, new routines, new friendships, and a different way of thinking about...
by Jessica Willis | Aug 24, 2026
If you’re approaching retirement—or you’ve recently retired—you’ve probably heard more conversations about Roth conversions than ever before. Friends may be talking about them. Financial headlines often describe them as a smart tax strategy. Some...
by Jessica Willis | Jan 17, 2026
If you’re retired and starting to take Required Minimum Distributions (RMDs) from your IRA, you might be wondering: “How can I reduce my tax burden while making a difference in the world?” For charitably inclined individuals, a Qualified Charitable Distribution...
