Blog
Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
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Spring in the Tetons
Spring has given us a bit of a head fake here on the plains. I was tempted to daydream of long summer days on the Snake River. A sudden change in the wind's direction brought me back to the current, windy, cold days. Summer remains a...
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Perspectives
In the January 2026 Perspectives call with Ron Richardson and Dale Thurman we hear about: A reevaluation of the 2025 performance, Federal Reserve policy, and key investment considerations for 2026.
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Year-End Giving Strategies: Tax-Smart and Impactful
Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...
Read MoreShould You Pay Off Your Mortgage Early?
Should You Pay Off Your Mortgage Early? Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might...
Read MoreA 2025 Guide to Protecting Seniors from Fraud
A 2025 Guide to Protecting Seniors from Fraud If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare...
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