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Blog

Toddler standing at the bottom of a stone staircase
Steven Neeley | Jan 5, 2026

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Steven Neeley | Dec 30, 2025

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than $2

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Steven Neeley | Dec 22, 2025

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

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reflection showing in a lake
Steven Neeley | Dec 15, 2025

What 2025 Taught Us About Staying the Course

Investments
Finance
Risk Management
Retirement

Some years pass quietly. 2025 wasn't one of them.

Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested

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Professionally dressed man and woman looking at a tablet
Steven Neeley | Dec 8, 2025

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Parent reading a book to their newborn child
Steven Neeley | Dec 1, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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people running up and down escalators
Steven Neeley | Nov 24, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Woman with graduation cap looking at the sky
Steven Neeley | Nov 17, 2025

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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comforting-communication
Steven Neeley | Nov 10, 2025

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Estate Planning
Family
Health
Disability
Insurance
Risk Management

These conversations aren’t easy.

Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe

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inflation text image
Steven Neeley | Nov 3, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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ripples-in-the-sand-tower-of-symmetrical-rocks
Steven Neeley | Oct 27, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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fair lights in hands
Steven Neeley | Oct 20, 2025

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting

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