June 2026 - NewsletterSet Yourself Up Financially To Live The Inspired Life You EnvisionFor many people, the idea of living a life filled with spontaneous travel, the acquisition of a vacation home, or the purchase of a sought-after luxury item can feel distant and...

May 2026 - NewsletterDon Named On Forbes List of Best-in-State Wealth AdvisorsOur founder and president, Don Hershberger, has been named on the Forbes list of Best-In-State Wealth Advisors — marking the 8th year of recognition among the top advisors in the nation.WHAT...

April 2026 - NewsletterBest and Worst States For RetirementPlanning where to retire is one of the biggest financial and lifestyle decisions you’ll make—and the “best” place can vary widely depending on your priorities. A recent analysis highlighted in Mental Floss,...

March 2026 - NewsletterUnexpected Tax Bill? Avoid Compromising Your Long-term PlanSurprised by a tax bill you didn’t anticipate? Consider strategies for payment without disrupting your longer-term financial progress.WHAT YOU'LL FIND INSIDE: UNEXPECTED TAX BILL?...

February 2026 - NewsletterAnnual Letter From DonI’m happy to report on another positive year for the markets and the impact they had on our plan for your financial goals. Our plan, and therefore your portfolio, continue to be driven by these goals, rather than by any...

January 2026 - NewsletterDon't Forget to Pack Your Health InsuranceDo you have plans for international travel in 2026? Medicare doesn’t cover medical treatment received abroad, nor do many U.S.-based health insurance plans. Many providers will require cash up front...

December 2025 - NewsletterHappy Holidays!!We hope your Thanksgiving was relaxing and full of memorable moments, surrounded by the people and traditions you enjoy most. This time of year always reminds us how grateful we are for our clients, and the trust you place in...

November 2025 - NewsletterNew Tax Law Makes 2025 A Strategic Year For GivingAt nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over the...

October 2025 - NewsletterThe Future of Social Security: What You Need to Know TodayHow Social Security’s anticipated shortfall may impact you down the road Social Security’s outlook continues to raise concerns. But while you may hear the program is in danger of...

September 2025 - NewsletterThe Art Of Giving What You Can't Take With YouA suite of early works from a celebrated artist. A complete set of first editions without a single cracked spine. A Brasilia buffet full of Pyrex. A spare room dedicated to artfully curated Star...