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Blog

woman-finance
Steven Neeley | Feb 9, 2026

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Frost-covered tree branches in a winter landscape, with ice-coated twigs in sharp focus and bare trees blurred in the snowy background
Steven Neeley | Feb 6, 2026

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Tax Planning
Retirement
Finance

Many people think about taxes once a year — when April rolls around and it's time to file.

By then, the year is already in the rearview mirror. The decisions

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Woman carrying box of belongings leaving office by Vitaly Gariev courtesy of Unsplash.
Steven Neeley | Jan 26, 2026

Changing Jobs? Don’t Let This One Decision Quietly Cost You Years of Progress

401(k)
Most people treat an old 401(k) like paperwork after a job change. In reality, that decision often has long-term consequences that don’t show up until years
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person covering the eyes of woman on dark room by Ryoji Iwata courtesy of Unsplash.
Steven Neeley | Jan 26, 2026

Common Blind Spots for High Earners

Retirement Income
You can be doing everything right and still feel like something is off. This article explains why financial complexity increases with success and how
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Steven Neeley | Jan 19, 2026

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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multiple lines branching from a singular point
Steven Neeley | Jan 12, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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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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