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Nick Faulkner, CFP®
Feb 2, 2026
5 Year-End Tax Planning Considerations

As we head into the final weeks of the year, it’s a great time to pause, look over your financial picture, and make sure you’re not leaving opportunities, or IRS penalties, on the table. Here are a few simple but important year-end planning items to review.

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Nick Faulkner, CFP®
Nov 24, 2025
5 Things to Consider Before Retirement

Choosing to retire is one of the most important decisions someone can make in their lifetime. Read this article to learn about all the things you should consider prior to making this life-changing decision.

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Nick Faulkner, CFP®
Oct 2, 2025
Why Is The Government Shutting Down & What Does it Mean for the Stock Market?

A government shutdown occurs when Congress fails to pass a budget or short-term funding bill to keep federal agencies running. While shutdowns vary in length, they can cause financial stress for federal workers, disrupt services, and create short-term economic ripple effects. Also, do government shutdowns negatively impact the stock market?

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