An HSA can be one of the most tax-efficient savings vehicles available when used strategically. Whether you're actively contributing or simply interested in learning more, we hope you find this recording valuable.

Caleb discussed practical strategies for managing excess 529 funds, including transfer options, potential tax considerations, and flexible ways to continue benefiting from the account. Attendees learned how proactive planning can help maximize education savings while minimizing unnecessary tax consequences.

In his role within Schwab’s Advisor Services Fraud Prevention team, John partners with advisory firms to enhance their understanding of current fraud trends and emerging tactics. His mission is clear: to help advisors and their clients stay informed, alert, and prepared to safeguard their assets.

Senior Living Options: Planning the Right Lifestyle and Care for the Next Chapter, an informative webinar designed to help seniors and families navigate the many housing and care choices available today.

We will focus on a topic that touches every family at some point: The basics of wills, trusts, and powers of attorney. To guide this conversation, we are pleased to welcome Thomas McCuiston, a valued partner and attorney who brings thoughtful insight into how these documents work and why they matter. Together, we will outline practical considerations, common misconceptions, and steps to help your family prepare with intention.

Our team will walk through one of the most meaningful financial crossroads many people face: Should I buy a home or continue renting? We will break down the numbers, the lifestyle considerations, and the long-term implications in a way that feels approachable and useful for anyone beginning their financial journey.

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.

What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face.

Gerald Townsend, founder of Townsend Asset Management, shares insights on navigating today’s financial environment and why thoughtful planning matters. In this CBS17 feature, he highlights the importance of clarity, confidence, and long-term vision in building financial security.

When the Dow soars or sinks, your brain sounds the alarm—“This must be the top!” or “Get out now!”
But investing isn’t about instincts; it’s about discipline.
Your emotional brain fears loss, while your rational plan builds wealth.
Success comes from staying steady when fear gets loud—and trusting the long game over short-term noise.

When markets hit record highs, many wait for a “better” entry—but history shows that waiting usually costs more. New highs are normal, not warnings. The real mistake isn’t buying at the top—it’s staying out and missing long-term growth.

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes.

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset.

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1

What financial habits have helped you most in life or held you back? No matter how you answer, your money habits have a lot to do with how you grew up.

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket.

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.