Jeremy Willner, Managing Partner & Wealth Advisor

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://bit.ly/3noZ50Y

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://bit.ly/4bK8zYt

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://bit.ly/3PUadP4

10/19/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://bit.ly/4i2qs9i

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

In just a couple minutes, our calculator will show you which combination of IRA contributions—Roth, traditional tax-deductible, and traditional non-deductible—your household is allowed to make. https://bit.ly/3DSygqB

10/16/2026

Preparing for retirement is usually about more than your investment portfolio. It’s also about planning for long-term care, updating your will, looking for tax efficiencies, deciding whether you want to supplement your retirement income, and more.

Check out these four advanced strategies that can help maximize your retirement and make your money last.

Let’s look at some advanced retirement strategies that can help cover blind spots in your planning and better position you to make your money last.

10/14/2026

As a small business owner, one of the many responsibilities you juggle is managing finances. In many cases, it can be the most important—and most challenging.

You work to maintain accurate records, monitor cash flow, mitigate risk, plan for retirement, and so much more.

Need some support in this area? Check out our 7 tips for keeping your business financials in check over the long run: https://bit.ly/4zoA2u8

Discover seven financial planning tips for small business owners, from cash flow and tax planning to retirement, risk management, and succession planning.

10/12/2026

What a ride the past four years have been. After it’s low in October 2022, the S&P 500 is up nearly 120% (price return). And four years later, we still think this bull may have more room to run.

But with the upcoming midterm elections, you may be wondering how the outcomes will affect the market. Our thoughts? Midterm elections usually don't matter much in that space, but markets do tend to like mixed government.

See our full assessment in the latest Market Commentary: https://bit.ly/4s5kY2b

10/10/2026

Are you saving enough for retirement?

A 401(k) is one of the most common ways Americans build wealth, but it can be hard to know if you’re on track.

Use this calculator to estimate how your savings could grow and what it might mean for your retirement. https://bit.ly/4akMIFJ

10/09/2026

Retirement can be exciting. But it can also bring a lot of uncertainty.

The good news? Thoughtful planning can help you feel more confident about what comes next.

Avoiding these common retirement planning mistakes can help you start the next chapter on the right foot:

Avoid these 8 common retirement mistakes, from healthcare costs to RMDs, and help build a stronger financial plan for retirement.