Dan Webb, Financial Advisor with Solid Rock Financial Partners, LLC

05/21/2026

Private markets are now accessible by retail investors, but is it a good thing? Jeremy Held of Bow River Capital joins host Lauren Goodwin to discuss the democratization of alternative asset classes, the associated risks, potential opportunities, and how investors can consider these dynamics for their portfolio.
https://bit.ly/4nGMNeZ

05/13/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

04/16/2026

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

03/31/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4tospRE

02/27/2026

This is exciting news! You could be our next winner! Deadline to enter is 3/6/26. Click here to enter and for official ruleshttps://bit.ly/4tURTal

02/03/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. Schedule a time to talk here: https://bit.ly/4bzOSp1

01/29/2026

Millennials are shifting toward new paths in business ownership, exploring opportunities that offer independence and leadership.

If you’ve recently started a new business or you’re thinking about taking the leap there’s a lot to consider.

I specialize in working with business owners, especially clients who are building something of their own. If you want a sounding board or to discuss strategy on the financial side of your business, let’s talk. Happy to be a resource as you build.

Buying an existing business and stepping into its leadership has become a popular way to get a foot in the door to ownership.

01/22/2026

Required minimum distributions can feel complex but managing them is an essential piece of a client’s overall financial strategy. Whether tackling RMDs from traditional accounts or considering Roth conversions, taking a holistic approach will help to minimize tax liabilities, strategize timing for withdrawals, and preserve wealth for the next generation. Read this article to learn more about effective RMD strategies and how we can partner to strengthen our client relationships. https://bit.ly/4sYWSq2

01/12/2026

Your approach to money says a lot about you.
Some people are comfortable taking risks for growth. Others prefer knowing their savings are steady and secure. Neither is right or wrong. It’s simply your investor profile.

Your investor profile connects your goals, comfort level, and time horizon so your investments align with the life you want to build. If it’s been a while since you reviewed yours, think about how your goals or comfort level may have changed.

Life moves fast, and your plan should move with it. Knowing your investor profile can bring clarity and confidence to every financial decision.

https://bit.ly/4jHAA80
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01/02/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.