Deepen Your Financial Roots
Resources to help you build a strong foundation for lasting financial confidence.
Where Will Retirement Lead you?
Planning for retirement is one of life’s biggest milestones. In his book, “10 Keys to Retirement Ease,” our owner, Aaron Simpson, shares invaluable insights from years of helping people like you navigate their transition to retirement. This guide simplifies complex topics and provides a clear framework for making smart decisions with your money.
Discover practical wisdom on how to:
- Build a reliable income stream
- Protect your nest egg
- Enjoy the retirement you’ve always dreamed of
Our Guides
Unlock Your Tax Savings
State of Retirement
Defined Retirement: Plan Fundamentals
Understanding RMD’s
Understanding Medicare – Know Your Options and Costs
Will Your Money Last as Long as You Do?
What is the Certified Financial Planner Certification?
Alpha Insights
2025 Market Commentary – Control What You Can Control
Written by: Aaron Simpson | February 1st, 2025 Happy February everyone! Where does the time go? As we’ve turned the page from 2024 and are…
Different Types of Taxation in Retirement
Written by: Wendy Lange | September 1, 2023 Unlike your working years while receiving a single paycheck, in retirement you are responsible for ensuring taxes…
Endowment Effect – The Tendency to Prefer What We Already Own
Written by: Aaron Simpson | April 29, 2022 Once investors conquer the hurdle of saving versus spending as I discussed in my previous behavioral finance…
Is there value in a 0% return?
Written by: Aaron Simpson | March 8, 2022 As many of our retired clients know, there are a number of pieces to the retirement puzzle….
Beneficiaries – Per Stirpes or Per Capita?
Written by: Wendy Lange | February 28, 2022 Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life…
Understanding a Fixed Index Annuity
Written by: Wendy Lange | January 18, 2022 A Fixed Index Annuity (FIA) is an insurance contract that has tax-deferred, long-term savings protecting your principal…
Ready to Plant the Seeds for Your Retirement?
You only get to retire once, but we help people do it every day. Whether you’re just starting to plan or are nearing retirement, the small choices you make today can have a big impact on your tomorrow.
Connect with us to see how a true partnership can help your financial life take root and thrive.