Life Policy Review and Financial Planning Life Policy Review and Financial Planning Written By Raymond Bell April 24, 2026 A policy review in conjunction with a review of a financial plan is a great idea. It is important to make sure that the policy (s) still aligns with the clients’ goals. Life changes such as
How to Prepare for Tax Return Season: A Simple Checklist How to Prepare for Tax Return Season: A Simple Checklist Written By Caitlin Allard March 26, 2026 Tax season has a way of sneaking up on people. A little preparation now can make the process smoother, reduce stress, and help ensure you don’t miss valuable
A New Rule Is Coming for Catch-Up Contributions — Here’s What It Means for You A New Rule Is Coming for Catch-Up Contributions — Here’s What It Means for You Written By Erika Ferris February 24, 2026 If you are age 50 or older and saving for retirement through your workplace plan, you may already
Estate Planning Basics: What Everyone Should Know Estate Planning Basics: What Everyone Should Know Written By Caitlin Allard, CFP, EA October 1, 2025 When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless
Roth Conversions in a Post-OBBBA World: What to Consider Before Converting Roth Conversions in a Post-OBBBA World: What to Consider Before Converting1 Written By Erika Ferris September 1, 2025 You’ve probably heard of the One Big Beautiful Bill Act, or something close to it. We’re calling it OBBBA, and while it may not directly rewrite
What the One Big Beautiful Bill Act Means for Your Financial Plan What the One Big Beautiful Bill Act Means for Your Financial Plan Written By Caitlin Allard August 1, 2025 On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new
The Case for Succession Planning The Case for Succession Planning Written By Raymond Bell July 1, 2025 A business owner’s mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on
DI Awareness Month DI Awareness Month Written by Raymond Bell June 1, 2025 Disability Insurance is insurance for your income if you become disabled and not able to work. Most people have the coverage through their work in the form of group short-term disability and long-term disability. The coverage is usually paid in full or
Tax Season’s Over: Time to Revisit Your W-4 Withholding Tax Season’s Over: Time to Revisit Your W-4 Withholding Written by Wealth Consulting Group’s Caitlin Allard, CFP, EA May 1, 2025 Now that another tax season is behind us, it’s the perfect time to reflect back on your tax picture—specifically, your W-4 elections. Whether you received
The Unsung Hero: The Primary Caregiver The Unsung Hero: The Primary Caregiver Written by Wealth Consulting Group’s Ray Bell April 1, 2025 Gene Hackman has always been my all-time favorite actor. His remarkable career spanned from the late 1960s into the early 2000s. A versatile talent, he seamlessly moved between dramatic, comedic, romantic, and action roles,
