by Taylor Stanfill | Jun 4, 2026 | Inspirational, Life Goals
I sense a collective sigh when summer rolls around each year. I used to think it was only from people with young kids who enjoy a break from the day to day routines, but I’m realizing it’s from most everyone I talk to! There is something good about seasons...
by Taylor Stanfill | Apr 23, 2026 | Giving
It makes us happy when our clients give their money away, because it brings them joy, adds a layer of meaning and purpose to their resources, and may save some taxes. We’ve experienced an increase in the amount of clients utilizing a Donor-Advised Fund (DAF) to...
by Taylor Stanfill | Mar 13, 2026 | Financial Planning, Technology
AI is everywhere these days, and it’s becoming useful in all kinds of areas (I might even have it review this post!). But we still need to be careful not to believe everything it spits out. A recent test of several AI tools found they were wrong or unable to answer...
by Taylor Stanfill | Jan 29, 2026 | Retirement
One of my favorite ways to help our clients is by uncovering savings opportunities they didn’t realize were available. Below are the two most common retirement plans we see, the maximum contribution limits for 2026, and a couple of questions that often open the door...
by Taylor Stanfill | Dec 19, 2025 | Estate, Financial Planning, Inspirational
This time of year is often filled with joy and beauty. It can also be sad, especially as we navigate difficult moments and remember loved ones who are no longer with us. My family and I recently lost a neighbor as well as a family member. The loss has been deeply sad...
