Applewhite Tyll Retirement Planners

07/20/2026

Mid-summer check-in… but for your taxes.

It might not be the most exciting thing on your to-do list, but a quick midyear review now can help avoid surprises later.

A few small adjustments today can make a big difference come tax season.

Take a look at what to review. ⬇️ ☀️

A midyear tax checkup allows you to identify and address any tax issues or execute any planning opportunities.

07/14/2026

Turns out, you don’t need a big vacation to bring everyone closer together.

A walk in the park, time in the backyard, or even 10 minutes of fresh air can make a difference for both kids and adults.

Sometimes, less planning = more connection.

Read more in this article. ⬇️

Looking for an easy way to improve everyone’s mood this summer? Start by stepping outside together. It's no surprise that the best family memories happen away from screens.

07/09/2026

As we move through the summer, we’ve been reflecting on the relationships that have shaped our journey. We’re grateful for the trust our clients place in us every day.

07/07/2026

Should you open a joint checking account with your spouse? It’s a common question—and the right answer depends on your goals, habits, and how you prefer to manage money together.

There’s no one-size-fits-all approach, but understanding your options can help you find the right balance.

Read more in our latest article. ⬇️

The answer depends on several factors.

07/04/2026

Wishing you a meaningful Independence Day. We’re grateful to be part of a community built on trust, relationships, and long-term vision.

06/30/2026

The latest market insights are out! To learn more, click here to read our Weekly Market Commentary: https://atrp.lpl.com/lpl-research-kf26a

06/21/2026

Happy Father’s Day to the dads, mentors, and father figures who inspire and support us every day! 💙

Hope your day is filled with gratitude and celebration.

06/19/2026

Today we celebrate freedom, progress, and community. ✨
Our office is closed today in observance of Juneteenth.

06/11/2026

One of the most overlooked parts of generational wealth planning?

Communication.

Family discussions about wishes, responsibilities, and long term goals can reduce conflict and strengthen your legacy plan.

Explore how clarity can protect the wealth you’ve worked so hard to build.

🔗 Read more in the full article: https://www.applewhitetyll.com/blog/8-financial-wellness-tips-to-help-manage-generational-wealth