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Blog

Digital art of a lawyer standing next to a large document and gavel.
Steven Neeley | Jan 14, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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A person walking on stone steps on an outdoor pond.
Steven Neeley | Jan 9, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Steven Neeley | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Steven Neeley | Dec 5, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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A mountain range
Steven Neeley | Nov 27, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Man sitting at a long table in front of a window. He is looking at his phone.
Steven Neeley | Nov 12, 2024

Alternative Income Ideas: Diversifying Beyond Traditional Passive Income Investments

Investments
Savings
Passive Income
Retirement Income
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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A woman standing and smiling in a busy office building.
Steven Neeley | Nov 11, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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A grove of orange trees.
Steven Neeley | Oct 29, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Person doing taxes
Steven Neeley | Oct 24, 2024

Two Overlooked Tax Strategies That Could Save Business Owners Millions

Retirement
Tax Planning
Business Owners
"From retirement plans tailored for business owners to deductions and credits that can help minimize taxable income..."
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Steven Neeley | Oct 9, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

 

Understanding and Shaping Your Money Mindset

What’s the first thing you think of when it comes to money? Is it excitement over the possibilities it can create

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Steven Neeley | Sep 23, 2024

7 Milestones At Age 50 & Above

Retirement

I’m not 50 yet, but I can’t help feeling it looming closer every day. The thought of hitting that milestone brings a bit of dread, not just because of the

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Close-up image of an elderly hand being held by a younger-looking hand
Steven Neeley | Sep 13, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

Practical Tips: How to Avoid These 4 Estate Planning Missteps

When it comes to estate planning, many people mistakenly believe it's a task reserved for the

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