Life Insurance as a Planning Tool
Stop guessing your life insurance needs! Learn how to calculate coverage for income replacement, debt, & education. Get a custom plan from a CFP®.
Financial Planning
Create your financial roadmap. Actionable advice for budgeting, debt management (student loans), cash flow, and achieving major goals like homeownership.
The Ultimate Guide: Strategic Tax Planning for Life’s Major Milestones
Life events reshape taxes. Explore 2025 insights on marriage, kids, divorce, and senior deductions. Get smart tax tips for your financial journey.
Your Ultimate Financial Checklist for 2025
Are you looking to kick off 2025 with a strong financial footing? Lyle David Solomon, a seasoned attorney specializing in debt relief and financial matters at Oak View Law Group, has provided a comprehensive financial checklist to guide you. In this guest post, Lyle breaks down essential steps to take control of your finances, from setting … Read more
Your Ultimate Annual Financial Health Review for 2025
The appeal of a simple financial checklist is undeniable. But when it comes to long-term wealth, simply checking boxes isn’t enough; you need a coordinated annual review. Your finances are not a collection of separate accounts—they are a complex, interdependent system where a mistake in one area (such as poor debt management) can negatively affect … Read more
Preparing for a Rainy Day with Emergency Funds
Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an umbrella during spring rains, having an emergency fund is essential to protect you during financial storms. An emergency fund offers a sense of relief and … Read more
Gen X and the Future of Long-Term Care
Generation X, born between 1965 and 1980, represents a unique cohort that bridges the gap between aging Baby Boomers and Millennials. As they advance into their 40s and 50s, long-term care planning becomes increasingly significant. Not only must Gen X plan for their own future, but they are also impacted by the caregiving needs of … Read more
Gen X Can Secure Their Future with Expert Help
Planning for a Secure Retirement Retirement is approaching quickly for those of us in Gen X, especially if it’s only 10 to 15 years away. With family, work, and the constant demands of life, keeping up with retirement planning can feel overwhelming. Fortunately, with some expert guidance, you can reclaim your time, focus on your … Read more
Bridging the Retirement Savings Gap for Generation X
Retirement planning has become increasingly complex for Generation X, those born between 1965 and 1980. As this generation approaches retirement age, many are finding that their savings are falling short of what they’ll need to maintain financial security in their later years. This shortfall, known as the retirement savings gap, is a significant issue that … Read more
Navigating Financial Uncertainty: Strategies to Secure Your Future
In recent discussions with our clients, we’ve noticed a common theme among Generation X—an increasing sense of financial uncertainty, especially after the events of the last few years. From supporting both aging parents and children to the challenges of saving for retirement without the security of traditional pensions, many Gen Xers are feeling the weight … Read more
Gen X, Wake Up and Seize Your Retirement Future!
Gen X retirement reality check. Don’t panic! Strategies to boost your 401(k), tackle debt, and use catch-up contributions to secure your financial future.