Featured Articles

2026 IRS Limit Increases
Michael McGowen, AIF, Lead Advisor As we roll into 2026, it’s always a great idea to schedule your annual health checkup and your personal finance

The Smart Investor’s Guide: 10 Questions Every Financial Advisor Should Answer
Prepared by Tacy Roby, CFP®, Tribridge Partners Financial Are you looking for a financial advisor? You can be a smart investor by asking these ten

Retirement Plan Fiduciary 101
Michael McGowen, AIF®, Lead Advisor “The basics that new plan sponsors need to know when setting up a plan.” We hear the term “Fiduciary” quite

Understanding the January 1, 2025 Changes to the SECURE Act 2.0
The SECURE Act 2.0, an expansion of the original Setting Every Community Up for Retirement Enhancement (SECURE) Act, brings new provisions aimed at improving retirement

How to Gently Approach the Topic of a Nursing Home with Your Mother or Mother-in-Law
Tacy Paul Roby, CFP®, Senior Wealth Advisor Talking about aging and long-term care with a loved one is never easy. But it’s one of the

Breaking Money Silence
How to Talk to Your Parents About Wills and Estate Planning Tacy Paul Roby, CFP®, Senior Wealth Advisor Do you ever worry about whether your