Impact Wealth Management

08/19/2026

Estate planning isn’t always the easiest topic to talk about but it’s one of those conversations that matters.

That’s why we dedicated the latest special edition of our quarterly newsletter entirely to estate planning.

We’re covering things to think about, conversations worth having, and details that can be easy to overlook.

Want a copy? Send us a message and we’d be happy to get one to you.

And if you’d like to receive future editions of our quarterly newsletter, let us know and we can add you to the list!

Sometimes the hardest part is simply getting the conversation started.

We hope this edition makes that a little easier.

08/17/2026

📖 Have you read Retire With Joy! yet?

It’s been a while since we’ve shared this, and with some new faces around here, we thought it was worth bringing back!

Through years of conversations with people preparing for retirement, Richelle recognized that there’s more to this transition than simply having a financial plan in place.

Retirement can bring plenty of questions about savings, income, and financial planning but it can also bring some bigger ones: What will my days look like? Where will I find purpose? What am I looking forward to in this next chapter?

Those conversations inspired her to write: Retire With Joy! Mentally and Financially Preparing for the Time of Your Life.

Because retirement is about more than the numbers.

If you’re approaching retirement, already there, or know someone who is, we’d love for you to check it out!

📚 Let us know if you’d like a copy of Retire with Joy! (for yourself or a friend).

08/14/2026

Some of the most important work we do for our clients happens quietly behind the scenes.

This week, Heather spent two days in annual training; learning, refreshing, and staying up to date on the tools and processes that help us care for our clients well.

You may never see this part of the work, and that’s kind of the point. Our goal is for the experience on your side to feel simple, thoughtful, and well-supported.

Continuing to learn and improve is one small way we work toward that. Because the relationships we build with our clients matter to us and so do all the little details that help us serve you well. 🧡

08/12/2026

🌟 Share Your Story! 🌟

We love highlighting the good that’s happening in the world and the amazing people behind it.

Are you spending time giving back, supporting a mission you care about, or doing something that brings you joy and purpose?

We’d love to hear about it!

Just send us a quick note - we’ll follow up with a few easy questions. No pressure, no perfect words needed.

📸 Bonus points if you include a photo of you in action!

Together, let’s inspire each other to live more fully and shine a light on the kind of impact that truly matters.

08/10/2026

Around the Impact office, we love sharing a good book - which is how our little lobby library came to be.

The shelves are filled with some of our favorites: business, personal finance, personal growth, and, of course, some just-for-fun fiction too.

If you’re in the office and see something that catches your eye, take it with you! Bring it back when you’re finished, or pass it along to someone else who might enjoy it.

Now we’d love to hear from you: What was the best book you read this summer? We’re always looking for something good to add to our reading list! ☀️📖

07/28/2026

For many people, their 50s are a time of new opportunities and new financial decisions.

The kids are becoming more independent. Your career may be in its highest earning years. Maybe the mortgage is almost paid off. After decades of juggling careers, raising families, and stretching every dollar, life can start to look a little different.

But something else happens in your 50s.

Retirement goes from feeling like "someday" to feeling much more real.

And with that often comes a whole new set of questions:
• Have I saved enough?
• What should I be doing now?
• Am I missing anything?

That's why we're kicking off our new 3-part blog series: The Financial Checklist for Your 50s.

In Part 1, we cover four important areas to consider as retirement gets closer:
✔️ Thinking about retirement income—not just retirement savings
✔️ Understanding what your lifestyle actually costs
✔️ Taking advantage of catch-up contributions
✔️ Reviewing whether your investments still align with your goals and time horizon

Our goal is to help you prepare thoughtfully for the financial decisions that come with retirement.

📖 Read Part 1 here:

This article is the first in a three-part series designed to help you prepare for retirement during one of the most important decades of your financial life. In Part 1, we'll focus on building the financial foundation—your retirement income, spending, savings, and investments. In Part 2, we'll tac...

07/15/2026

07/13/2026

When we talk about estate planning, most people think about money.

But recently, Richelle came across something while researching our family's history that stopped us both in our tracks.

It wasn't an inheritance.

It wasn't a family heirloom.

It was something left behind by a woman who never married and never had children and decades later, it still has the power to impact generations of people she never knew.

In this video, we share that story and why it changed the way we think about legacy.

Heather and Richelle chat about the things we leave behind and why ...

07/10/2026

At Impact, retirement planning is more than our profession - it's something we're genuinely passionate about.

We believe it's about more than numbers. It's about understanding what matters most to each person and helping them prepare for the retirement they envision.

Over the years, we've heard many people say they'd love to travel but either don't have someone to travel with or aren't sure where to begin planning.

That's one reason we partner with a local travel agency each year to organize group travel opportunities. It's a chance for people to explore new places, connect with others, and enjoy new experiences together.

Our European Christmas Markets river cruise is coming up later this year, and an Alaska cruise is planned for next year. Both trips are currently full, but we'd love to keep you informed about future opportunities.

If you're interested in traveling with us in the future, send us a message and we'll add you to our travel interest list.

You don't have to be a client (or even retired!) to join us!

07/08/2026

One of the things we enjoy most is connecting with people who are making a positive impact in their communities.

Today, Richelle and Heather attended the Haiti Alive Friendraiser—an event focused on building relationships, sharing stories, and learning more about the organization's mission.

It was a wonderful reminder that meaningful change often begins with simply bringing people together. Thank you for a great afternoon!