Improving lives through sound financial planning.

Retirement Redefined: From Green Tees to the Danube

By Amy Pucci | July 1, 2025

Last summer, I reflected on the idea of choosing your own path in retirement—symbolized by my decision to not play from the green tees during a golf tournament. That moment sparked a deeper realization: retirement isn’t a one-size-fits-all destination. It’s a journey, and it should be one you design intentionally. Recently, my wife Cathy and […]

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Celebrating Healthy Aging: A Tribute to Vitality & Purpose

By Amy Pucci | June 25, 2025

June is Healthy Aging Month A time to celebrate all the ways we can stay active, engaged, and thriving as we get older!  “This is 75” — A Powerful Tribute to Aging with Purpose Aging isn’t just about getting older — it’s about growing stronger, embracing new possibilities, and living life to the fullest. To […]

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Retirement Without a 401(k)

By Phil Tull | May 12, 2025

When we hear the word “retirement,” we almost synonymously think 401(k). What if you don’t have a 401(k)? Can you still invest and plan for retirement? While a 401(k) is largely the most popular and well known of retirement plans, it is not by any means the “be-all and end-all” of retirement savings. There are […]

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Schwab Basics

By Kara-Leigh Sakis | February 21, 2025

Charles Schwab prides itself as a custodian that puts its clients first. One facet of their commitment to customer service is their user-friendly, clientele-only website, Schwab Alliance. Schwab Alliance is exclusive to clients of advisors and the website offers many features that simplify settings and updates. Below will cover four basic requests a client may […]

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Entrepreneur’s Guide to Business Structures

By Phil Tull | December 9, 2024

Choosing the right business structure is crucial, as it affects taxation, liability, ownership and the operations of your company. There are three main business structures that often rise to the top for many entrepreneurs. Here is your guide to the three most common and what to consider when deciding which may be right for you […]

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Entrepreneur’s Guide to Retirement Plans

By Phil Tull | December 3, 2024

Choosing the right retirement savings vehicle for your business can be one of the most important decisions you make as an entrepreneur. Each plan has unique features, benefits and requirements. When considering what retirement plan suits your business, you will want to analyze the administrative costs, operation restrictions, and attractiveness to potential employees. Given the […]

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