Resources
Our quarterly publication covering timely financial topics, planning strategies, and updates relevant to families and businesses.
Quarterly Financial Planning Publication
Four times a year, we publish a magazine-style resource covering the financial topics that are most relevant to our clients right now. Each issue includes planning strategies, market context, regulatory updates, and practical guidance you can act on.
Our seasonal magazine is written for real people — not financial professionals. We translate complex topics into clear, actionable content that helps you make better decisions about your insurance, investments, and financial plan.
Subscribe to receive each issue directly in your inbox, or browse past issues below.
"Knowledge is the foundation of every good financial decision. We're here to help you build it."
— Todd Anderson, Founder
Schedule an AppointmentFeatured Content
A review of the key changes affecting health insurance and employee benefits for the upcoming plan year, with guidance on what to evaluate at renewal.
Ask Us About ThisThe financial moves to make before December 31 — from tax-loss harvesting and Roth conversions to benefits enrollment and retirement contributions.
Ask Us About ThisA guide to the Medicare Annual Enrollment Period, what's changing in 2026, and how to evaluate whether your current plan is still the right fit.
Ask Us About ThisA mid-year check-in framework covering investment performance, insurance coverage, retirement contributions, and financial goal progress.
Ask Us About ThisHow small business owners can use employee benefits strategically — to attract talent, reduce taxes, and protect their own financial future.
Ask Us About ThisHow to stay on track toward retirement when markets are volatile — including sequence-of-returns risk, safe withdrawal rates, and income floor strategies.
Ask Us About This"We publish this magazine because we believe our clients deserve to stay informed — not just at annual review time, but throughout the year."
— Todd Anderson, Founder & Principal Advisor
Get Personalized Guidance
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