Julian Grubbs, Certified Retirement Planning Counselor

06/01/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

05/31/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

05/30/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

05/29/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

05/29/2026

May 29 is recognized as 529 Day—a reminder of the importance of planning ahead for education through tax-advantaged 529 savings plans. It’s never too early to start investing in future opportunities. 🎓

05/29/2026

As Business Owner Planning Month comes to a close, we’ve been reflecting on what matters most - the incredible relationships we’ve had the privilege to build with the families and business owners we serve.

Behind every financial plan is far more than numbers. There’s a family, a business, a legacy, and deeply personal goals that deserve thoughtful planning and trusted guidance.

We’re honored to help our clients navigate life’s more complex financial decisions - bringing clarity and coordination to retirement planning, business succession, estate strategies, and long-term legacy planning.

These testimonials are a meaningful reminder of why we do what we do.

To our clients: thank you for your trust, your partnership, and the opportunity to be part of your story. We are deeply grateful for the relationships we’ve built together.

To everyone else: if you’re a business owner wondering whether your personal, business, and legacy planning are truly working together - we’d welcome the conversation.

Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

05/28/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

05/28/2026

05/27/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

05/26/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.