Tyler Boling of Gateway Financial Partners

07/21/2026

Regularly updating your home’s value can help ensure your policy reflects current conditions, especially in high-risk areas.

07/16/2026

Feeling uncertain about your home insurance? You’re not alone. This piece breaks down practical ways to evaluate what you have, and what might need attention.

https://www.kiplinger.com/personal-finance/home-insurance/worried-about-insurance-coverage-what-to-do

With the California wildfires causing billions of dollars in damage, now is a good time to assess your homeowner's insurance and ensure it covers disasters.

07/13/2026

One Spouse Retiring, One Still Working? Coordination Matters.

When one partner retires and the other keeps working, benefits, income strategy, and tax planning can get complicated.

Healthcare coverage, Social Security timing, and even charitable giving plans might need to shift.

Coordinating those pieces helps both of you stay aligned.

06/29/2026

Values first.
Strategy second.
Tools third.

Before discussing trusts, beneficiaries, investments, insurance, or tax strategies, it helps to ask:

What matters most?
Who do I want to protect?
What do I want my wealth to make possible?

The tools matter.

But they should serve the plan, not lead it.

06/29/2026

A hard truth: what’s worked for the last 25 to 30 years in this business is changing.

Not necessarily with your current clients, but with their children.

Technology is already replacing a lot of the technical side of what we do, which means long-term value as an advisor is shifting toward something else entirely: Depth of relationship.

The biggest risk isn’t market performance. It’s losing the next generation entirely.

I made an intentional move out to the mountains in Colorado a few years ago, partly to build a life aligned with my values, and partly to build a practice that reflects where this industry is going.

In the interview, I talk about why I’ve intentionally built my practice around multi-generational families, and why I believe that’s directly tied to long-term practice value.

Check it out: https://vimeo.com/1185204962

06/24/2026

In legacy planning, “fair” is not always the same as equal.

Different children may have different needs, roles, histories, or responsibilities.

A values-based plan can help define what fairness means for your family before others are left trying to interpret it.

06/19/2026

These are the conversations many families know they should have, but keep putting off.

Where are the important documents?
What kind of care would they want?
Is the current living situation still working?

This article gives a simple way to start asking the right questions before there is pressure to make decisions quickly.

Talk about finances, estate planning, and living arrangements when you get together for Father’s Day.

06/17/2026

Our lives are increasingly lived online, but digital accounts can easily be overlooked when creating an estate plan.

Email, social media, financial apps, cloud storage, subscriptions and digital assets may all need attention if you are no longer able to manage them.

Naming someone to handle your digital affairs and leaving clear instructions can make the process easier for those stepping in.

Your digital footprint is part of your legacy, too.

06/12/2026

Passing stock to family may seem straightforward, but appreciated assets can come with tax considerations that affect what your heirs ultimately receive.

How and when those assets are transferred can matter. Cost basis rules, trusts and gifting strategies may each lead to different outcomes, which is why it can be helpful to look beyond the value of the stock itself.

A thoughtful plan can help you better understand the options and make decisions that align with the legacy you want to leave

06/09/2026

Being ahead doesn't mean everything is settled.

Payoffs game 3 was a reminder how fast that momentum can shift.

It can happen that fast in your financial life too.

You may be saving consistently, investing with purpose, and feeling good about the direction you’re headed.

Then life changes the pace.

A job transition.
A market pullback.
A change in benefits.
A family need.
A tax concern.
A legacy planning decision.

Those moments do not automatically mean the plan is broken.

That is where a values-based approach can make a difference.

It can help make sure your financial decisions reflect your goals, your family, your work, and the future you want to help shape.

A strong plan gives you room to regroup, make changes, and keep moving when life shifts.