Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Recent Insights

Untangling Life Insurance in Divorce

Divorce is one of life’s most challenging transitions, and it often brings a host of financial considerations that extend beyond property division and custody agreements. One area that is sometimes overlooked, but critically important, is life insurance. Whether you are the policyholder, the insured, or the beneficiary, divorce can dramatically alter the role life insurance plays in your financial plan.

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Cup Of Joe

Each month we strive to bring you insightful commentary on a broad range of topics within investing and financial planning. Our aim is to simplify market noise and abstract economics with simple, understandable language, providing timely perspective in small servings.

[Cup of Joe] Timing the Market vs Time In the Market

Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.

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Money Moves with Maggie

Divorce Source

Discover the diverse divorce paths available for settlement, including traditional litigation, negotiation, mediation, collaborative divorce, and do-it-yourself divorce. Empower yourself with knowledge and guidance on choosing the right path for your divorce journey.

Untangling Life Insurance in Divorce

Divorce is one of life’s most challenging transitions, and it often brings a host of financial considerations that extend beyond property division and custody agreements. One area that is sometimes overlooked, but critically important, is life insurance. Whether you are the policyholder, the insured, or the beneficiary, divorce can dramatically alter the role life insurance plays in your financial plan.

Read More »

Press Releases

Business Acceleration

5 Ways to Navigate Divorce and Back-to-School Season With Confidence

As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through a divorce, this “back-to-school” season may feel anything but routine. It might mark the first time you’re managing drop-offs and homework alone. Or the first time your children spend part of the week somewhere else.

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